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 |
|---|---|---|
COLDSTREAM WEALTH MANAGEMENT2 years Service code 27 520 KIRKLAND WAY. STE.300 · KIRKLAND, WA 98033 | Advisory (Plan) | $37,752 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT LLC Service code 13 · EIN 23-3038464 | Contract Administrator | $23,159 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS, LLC Service code 28 · EIN 32-0070947 1055 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $0 |
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 | $51,610 | $60,323-14.4% | $81,812-36.9% | $74,495-30.7% |
| Participation rate | 78.3% | 62.9%+15.5pp | 72.3%+6.0pp | 67.2%+11.1pp |
| Annual return | 16.23% | 16.90%-0.7pp | 773.79%-757.6pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $907 | $2,620-65.4% | $2,912-68.9% | $2,623-65.4% |
| Participant deferral / active EE | $3,976 | $3,387+17.4% | $4,319-7.9% | $4,346-8.5% |
| Admin fee / account holder | $512 | $1,486-65.6% | $7,386-93.1% | $1,942-73.6% |