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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INSTIT. Service code 37 · EIN 04-2647786 | Loan Processing | $7,638 |
Filed as: NORTHWEST BENEFIT CONSULTANTS Service code 13 · EIN 36-3750335 | Contract Administrator | $5,610 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $26,253 | $46,297-43.3% | $71,671-63.4% | $62,292-57.9% |
| Participation rate | 89.1% | 60.6%+28.5pp | 68.7%+20.3pp | 69.5%+19.6pp |
| Annual return | 18.01% | 22.32%-4.3pp | 20.65%-2.6pp | 28.90%-10.9pp |
| Employer contribution / active EE | $1,800 | $1,412+27.5% | $2,460-26.8% | $2,042-11.9% |
| Participant deferral / active EE | $4,038 | $2,235+80.7% | $3,438+17.5% | $3,169+27.4% |
| Admin fee / account holder | $113 | $461-75.4% | $5,558-98.0% | $479-76.4% |