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 |
|---|---|---|
FINANCIAL ADVOCATES4 years Filed as: FINANCIAL ADVOCATES INVESTMENT MANG Service code 99 | Other Fees | $93,740 |
Service code 49 | Other Services | $30,404 |
CLARK NUBER1 year Filed as: CLARK NUBER PS Service code 99 · EIN 11-1000111 | Other Fees | $15,500 |
Filed as: FLEX-PLAN RETIREMENT SERVICES Service code 49 · EIN 80-0102330 P.O BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $6,188 |
FINANCIAL ADVOCATES4 years Service code 99 · EIN 27-0435466 400 - 112TH NE, SUITE 200 · BELLEVUE, WA 98004 | Other Fees | $0 |
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 | $178,349 | $100,801+76.9% | $149,696+19.1% | $73,409+143.0% |
| Participation rate | 89.6% | 77.7%+11.9pp | 82.5%+7.1pp | 72.2%+17.4pp |
| Annual return | 18.82% | 265.34%-246.5pp | 276.60%-257.8pp | 59.29%-40.5pp |
| Employer contribution / active EE | $3,961 | $3,312+19.6% | $4,644-14.7% | $2,234+77.3% |
| Participant deferral / active EE | $9,313 | $6,404+45.4% | $6,842+36.1% | $3,805+144.7% |
| Admin fee / account holder | $55 | $181-69.8% | $9,309-99.4% | $158-65.4% |