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 |
|---|---|---|
Filed as: RBC RETIREMENT PLAN ADVISORS Service code 27 401 UNION STREET SUITE 3600 · SEATTLE, WA 98101 | Advisory (Plan) | $47,740 |
BAKER TILLY US, LLP1 year Service code 10 999 THIRD AVE, SUITE 2800 · SEATTLE, WA 98104 | Accounting | $26,046 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,745 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $2,398 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,758 | $98,727+90.2% | $113,168+65.9% | $85,563+119.4% |
| Participation rate | 96.9% | 80.8%+16.1pp | 76.6%+20.3pp | 66.0%+30.9pp |
| Annual return | 21.13% | 17.43%+3.7pp | 24.27%-3.1pp | 31.51%-10.4pp |
| Employer contribution / active EE | $5,273 | $2,907+81.4% | $2,975+77.2% | $2,654+98.7% |
| Participant deferral / active EE | $21,600 | $5,424+298.2% | $5,107+323.0% | $4,375+393.7% |
| Admin fee / account holder | $192 | $357-46.1% | $12,068-98.4% | $834-77.0% |