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 | $60,541 |
CHARLES SCHWAB & CO., INC.2 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $13,986 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $13,494 |
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 | $82,160 | $47,977+71.3% | $154,107-46.7% | $56,287+46.0% |
| Participation rate | 98.7% | 66.2%+32.5pp | 83.0%+15.7pp | 69.9%+28.9pp |
| Annual return | -6.76% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $6,711 | $2,169+209.4% | $5,298+26.7% | $2,111+217.9% |
| Participant deferral / active EE | $5,773 | $2,392+141.4% | $5,081+13.6% | $3,350+72.3% |
| Admin fee / account holder | $428 | $438-2.3% | $13,411-96.8% | $521-17.8% |