See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT5 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $34,822 |
Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $25,069 |
CLIFTONLARSONALLEN LLP4 years Service code 10 · EIN 41-0746749 | Accounting | $11,813 |
MATRIX TRUST COMPANY2 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $7,304 |
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 | $49,468 | $64,119-22.8% | $112,228-55.9% | $66,914-26.1% |
| Participation rate | 79.9% | 68.5%+11.4pp | 75.1%+4.8pp | 69.8%+10.1pp |
| Annual return | -15.89% | -13.81%-2.1pp | 27.45%-43.3pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,838 | $3,005-38.8% | $3,635-49.4% | $2,544-27.8% |
| Participant deferral / active EE | $4,046 | $3,693+9.6% | $4,728-14.4% | $4,237-4.5% |
| Admin fee / account holder | $416 | $625-33.5% | $6,410-93.5% | $593-29.9% |