See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WASHINGTON TRUST BANK7+ years Service code 99 717 W SPRAGUE AVE · SPOKANE, WA 99201 | Other Fees | $50,374 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,248 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 PO BOX 8099 · SPRINGFIELD, MA 011028099 | Advisory (Participants) | $15,026 |
ULRICH CONSULTING GROUP1 year Filed as: ULRICH INVESTMENT CONSULTANTS Service code 26 1805 RIO GRANDE BLVD. NW, STE 1 · ALBUQUERQUE, NM 87104 | Advisory (Participants) | $5,310 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,042 | $65,061+63.0% | $143,757-26.2% | $66,914+58.5% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -12.49% | -11.14%-1.4pp | -0.04%-12.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $4,430 | $2,361+87.7% | $4,951-10.5% | $2,544+74.1% |
| Participant deferral / active EE | $6,042 | $2,919+107.0% | $5,637+7.2% | $4,237+42.6% |
| Admin fee / account holder | $369 | $502-26.5% | $14,673-97.5% | $593-37.8% |