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) | $49,334 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $44,043 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $9,868 |
VWC PS3 years Service code 10 10510 NORTHUP WAY STE 300 · KIRKLAND, WA 98033 | Accounting | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,714 | $51,447+37.4% | $104,607-32.4% | $73,409-3.7% |
| Participation rate | 97.9% | 68.2%+29.7pp | 74.1%+23.8pp | 72.2%+25.7pp |
| Annual return | 16.47% | 25.06%-8.6pp | 340.46%-324.0pp | 59.29%-42.8pp |
| Employer contribution / active EE | $3,564 | $1,441+147.3% | $2,681+33.0% | $2,234+59.6% |
| Participant deferral / active EE | $3,109 | $3,058+1.7% | $3,740-16.9% | $3,805-18.3% |
| Admin fee / account holder | $329 | $122+169.8% | $6,473-94.9% | $158+108.5% |