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 10-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 |
|---|---|---|
Service code 27 959 11TH AVE STE B · LONGVIEW, WA 98632 | Advisory (Plan) | $44,519 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,593 |
VWC PS2 years Service code 10 10510 NORTHUP WAY STE 300 · KIRKLAND, WA 98033 | Accounting | $13,000 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $8,904 |
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 | $60,448 | $44,734+35.1% | $99,443-39.2% | $67,579-10.6% |
| Participation rate | 97.2% | 66.2%+31.0pp | 73.8%+23.4pp | 71.3%+25.9pp |
| Annual return | 21.89% | 32.45%-10.6pp | 30.72%-8.8pp | 378.56%-356.7pp |
| Employer contribution / active EE | $3,209 | $1,261+154.6% | $2,540+26.4% | $2,148+49.4% |
| Participant deferral / active EE | $2,937 | $2,731+7.6% | $3,619-18.8% | $3,539-17.0% |
| Admin fee / account holder | $323 | $120+170.3% | $6,250-94.8% | $142+127.2% |