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 |
|---|---|---|
CITY FIDUCIARY GROUP8 years Service code 71 · EIN 47-3328634 1111 MAIN STREET, SUITE 700 · VANCOUVER, WA 98660 | Brokerage Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $426,148 | $88,672+380.6% | $105,223+305.0% | $82,448+416.9% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.20% | 30.86%-25.7pp | 180.65%-175.4pp | 41.64%-36.4pp |
| Employer contribution / active EE | $16,471 | $3,048+440.4% | $3,689+346.6% | $2,551+545.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $218 | $7,146-96.9% | $8,859-97.5% | $7,234-97.0% |