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 MANAGEMENT2+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $36,830 |
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER & ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $22,192 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST CO. Service code 19 · EIN 51-0099033 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Securities Custodian | $12,930 |
FARRELL & CO., P.S.2+ years Service code 10 12334 NORTHUP WAY · BELLEVUE, WA 98005 | Accounting | $9,172 |
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 | $105,079 | $75,183+39.8% | $123,892-15.2% | $55,167+90.5% |
| Participation rate | 97.5% | 72.8%+24.7pp | 81.4%+16.1pp | 69.0%+28.6pp |
| Annual return | 8.66% | 19.01%-10.3pp | 47.52%-38.9pp | 169.23%-160.6pp |
| Employer contribution / active EE | $2,214 | $2,823-21.6% | $4,617-52.0% | $1,963+12.8% |
| Participant deferral / active EE | $7,707 | $5,084+51.6% | $5,984+28.8% | $3,054+152.4% |
| Admin fee / account holder | $425 | $663-35.9% | $8,357-94.9% | $504-15.7% |