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 |
|---|---|---|
Service code 28 · EIN 93-1244319 | Investment Management | $51,721 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $15,733 |
Service code 27 · EIN 94-1737782 | Advisory (Plan) | $6,128 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,400 | $55,453+55.8% | $170,442-49.3% | $62,292+38.7% |
| Participation rate | 99.4% | 66.4%+33.0pp | 83.6%+15.8pp | 69.5%+29.9pp |
| Annual return | 27.62% | 21.38%+6.2pp | 205.93%-178.3pp | 28.90%-1.3pp |
| Employer contribution / active EE | $6,187 | $2,164+185.9% | $5,433+13.9% | $2,042+202.9% |
| Participant deferral / active EE | $4,568 | $2,303+98.4% | $4,939-7.5% | $3,169+44.1% |
| Admin fee / account holder | $349 | $455-23.2% | $13,880-97.5% | $479-27.1% |