See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 93-1244319 | Investment Management | $62,129 |
Filed as: NORTHWEST PLAN SERVICES Service code 15 5446 CALIFORNIA AVE SW#200 · SEATTLE, WA 98136 | Recordkeeping | $20,110 |
CHARLES SCHWAB & CO., INC.5 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $10,816 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25 |
Filed as: CHARLES SCHWAB & CO., INC Service code 59 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,335 | $61,156+134.4% | $185,823-22.9% | $79,386+80.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 13.70% | 19.45%-5.7pp | 122.05%-108.4pp | 116.85%-103.2pp |
| Employer contribution / active EE | $8,295 | $2,321+257.5% | $5,167+60.5% | $2,427+241.7% |
| Participant deferral / active EE | $6,600 | $2,789+136.7% | $5,568+18.5% | $4,046+63.1% |
| Admin fee / account holder | $171 | $710-76.0% | $16,237-98.9% | $626-72.8% |