Filed April 14, 2022
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 |
|---|---|---|
MARTEL WEALTH ADVISORS4 years Filed as: MARTEL WEALTH ADVISORS, INC. Service code 27 2001 SE COLUMBIA RIVER · VANCOUVER, WA 986618206 | Advisory (Plan) | $33,438 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $25,028 |
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 | $158,400 | $88,360+79.3% | $145,433+8.9% | $67,986+133.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 13.38% | 63.15%-49.8pp | 66.58%-53.2pp | 31.67%-18.3pp |
| Employer contribution / active EE | $4,636 | $3,054+51.8% | $4,554+1.8% | $2,019+129.6% |
| Participant deferral / active EE | $10,837 | $5,932+82.7% | $7,897+37.2% | $3,358+222.7% |
| Admin fee / account holder | $254 | $3,313-92.3% | $13,129-98.1% | $3,203-92.1% |