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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Participants) | $46,580 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $37,430 |
LPL FINANCIAL3 years Service code 26 835 N POST ST · SPOKANE, WA 99201 | Advisory (Participants) | $14,868 |
MATRIX TRUST COMPANY4 years Filed as: MATRIX TRUST Service code 19 · EIN 75-3182674 | Securities Custodian | $9,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,926 | $50,982+101.9% | $154,803-33.5% | $85,563+20.3% |
| Participation rate | 66.3% | 59.8%+6.5pp | 78.1%-11.8pp | 66.0%+0.3pp |
| Annual return | 16.05% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,206 | $1,708+29.1% | $4,305-48.8% | $2,654-16.9% |
| Participant deferral / active EE | $4,640 | $2,474+87.5% | $5,540-16.2% | $4,375+6.1% |
| Admin fee / account holder | $347 | $846-59.0% | $14,329-97.6% | $834-58.5% |