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 | $62,649 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $22,630 |
CHARLES SCHWAB & CO., INC.3 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $8,074 |
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 | $105,157 | $52,953+98.6% | $172,739-39.1% | $65,185+61.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 33.45% | 30.12%+3.3pp | 802.84%-769.4pp | 29.38%+4.1pp |
| Employer contribution / active EE | $6,650 | $2,190+203.7% | $5,143+29.3% | $2,177+205.5% |
| Participant deferral / active EE | $4,987 | $2,471+101.9% | $5,198-4.0% | $3,514+41.9% |
| Admin fee / account holder | $352 | $472-25.4% | $13,954-97.5% | $847-58.5% |