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) | $62,489 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,960 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $12,499 |
VWC PS4 years Service code 10 10510 NORTHUP WAY STE 300 · KIRKLAND, WA 98033 | Accounting | $8,078 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,496 | $55,125+40.6% | $109,895-29.5% | $86,799-10.7% |
| Participation rate | 96.5% | 70.1%+26.4pp | 74.2%+22.3pp | 72.3%+24.2pp |
| Annual return | 15.50% | 26.20%-10.7pp | 29.45%-14.0pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,869 | $1,558+148.3% | $2,842+36.1% | $2,405+60.8% |
| Participant deferral / active EE | $3,704 | $3,337+11.0% | $4,048-8.5% | $4,131-10.3% |
| Admin fee / account holder | $410 | $141+190.9% | $6,066-93.2% | $170+141.9% |