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 |
|---|---|---|
SAPLING WEALTH MANAGEMENT, LLC1+ years Service code 26 2212 QUEEN ANNE AVE, #126 · SEATTLE, WA 98109 | Advisory (Participants) | $7,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,351 | $181,894-55.3% | $156,549-48.0% | $273,961-70.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 7.03% | 30.74%-23.7pp | 32.23%-25.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $7,331 | $6,248+17.3% | $5,501+33.3% | $4,869+50.6% |
| Participant deferral / active EE | $6,099 | $5,550+9.9% | $4,871+25.2% | $5,287+15.4% |
| Admin fee / account holder | $3,590 | $15,559-76.9% | $13,027-72.4% | $10,132-64.6% |