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 |
|---|---|---|
TRAUTMANN MAHER & ASSOCIATES2+ years Filed as: TRAUTMANN, MAHER AND ASSOC. Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $50,652 |
RBC WEALTH MANAGEMENT2+ years Service code 26 · EIN 41-1416330 1918 8TH AVE · SEATTLE, WA 98101 | Advisory (Participants) | $43,580 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST CO. Service code 21 · EIN 51-0099033 2800 N CENTRAL AVE · PHOENIX, AZ 85004 | Bank Trustee | $21,866 |
CLARK NUBER2+ years Service code 10 · EIN 91-1194016 10900 NE 4TH · BELLEVUE, WA 98004 | Accounting | $2,300 |
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 | $138,459 | $36,916+275.1% | $156,549-11.6% | $57,658+140.1% |
| Participation rate | 81.7% | 63.4%+18.3pp | 84.0%-2.3pp | 70.2%+11.5pp |
| Annual return | 7.45% | 12.38%-4.9pp | 32.23%-24.8pp | 5.13%+2.3pp |
| Employer contribution / active EE | $6,554 | $1,571+317.3% | $5,501+19.1% | $1,974+232.0% |
| Participant deferral / active EE | $4,734 | $1,926+145.8% | $4,871-2.8% | $3,061+54.7% |
| Admin fee / account holder | $297 | $82+260.6% | $13,027-97.7% | $95+214.7% |