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 | $48,138 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $20,409 |
CHARLES SCHWAB & CO., INC.4 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $7,794 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,625 | $58,879+116.8% | $178,490-28.5% | $73,488+73.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.96% | 24.86%-8.9pp | 151.07%-135.1pp | 28.51%-12.6pp |
| Employer contribution / active EE | $8,110 | $2,236+262.7% | $5,011+61.9% | $2,270+257.3% |
| Participant deferral / active EE | $6,031 | $2,567+134.9% | $5,202+15.9% | $3,740+61.3% |
| Admin fee / account holder | $374 | $400-6.5% | $13,984-97.3% | $513-27.1% |