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: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $67,708 |
RBC WEALTH MANAGEMENT8+ years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $65,607 |
MATRIX TRUST COMPANY6 years Filed as: MATRIX TRUST CO. Service code 21 · EIN 51-0099033 | Bank Trustee | $29,539 |
CLARK NUBER2 years Filed as: CLARK NUBER PS Service code 10 · EIN 91-1194016 10900 NE 4TH ST · BELLEVUE, WA 98004 | Accounting | $20,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,642 | $46,292+229.7% | $143,757+6.2% | $64,808+135.5% |
| Participation rate | 99.1% | 64.2%+34.9pp | 80.3%+18.8pp | 71.5%+27.7pp |
| Annual return | -19.55% | -10.05%-9.5pp | -0.04%-19.5pp | 32.82%-52.4pp |
| Employer contribution / active EE | $8,888 | $1,910+365.4% | $4,951+79.5% | $2,506+254.7% |
| Participant deferral / active EE | $6,129 | $2,646+131.7% | $5,637+8.7% | $4,310+42.2% |
| Admin fee / account holder | $376 | $154+144.6% | $14,673-97.4% | $188+100.3% |