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 |
|---|---|---|
RBC WEALTH MANAGEMENT10+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $31,771 |
NWPS1 year Service code 14 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Plan Administrator | $31,569 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 51-0099033 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $14,123 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,063 | $54,517+276.1% | $75,972+169.9% | $74,495+175.3% |
| Participation rate | 95.3% | 60.3%+34.9pp | 69.1%+26.2pp | 67.2%+28.1pp |
| Annual return | 17.01% | 31.82%-14.8pp | 359.55%-342.5pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $4,767 | $1,777+168.2% | $2,685+77.5% | $2,623+81.7% |
| Participant deferral / active EE | $10,796 | $3,066+252.2% | $4,255+153.7% | $4,346+148.4% |
| Admin fee / account holder | $360 | $2,229-83.8% | $6,467-94.4% | $1,942-81.4% |