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 | $100,923+57.0% | $150,045+5.6% | $74,304+113.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 13.38% | 51.77%-38.4pp | 62.55%-49.2pp | 29.43%-16.0pp |
| Employer contribution / active EE | $4,636 | $3,463+33.8% | $4,693-1.2% | $2,241+106.8% |
| Participant deferral / active EE | $10,837 | $6,709+61.5% | $7,997+35.5% | $3,767+187.7% |
| Admin fee / account holder | $254 | $2,767-90.8% | $13,435-98.1% | $2,969-91.4% |