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 9-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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $26,476 |
LPL FINANCIAL2 years Service code 26 · EIN 47-1566880 | Advisory (Participants) | $19,248 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Di... | $5,389 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,020 | $106,236-42.6% | $112,228-45.6% | $64,808-5.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -14.28% | -6.02%-8.3pp | 27.45%-41.7pp | 32.82%-47.1pp |
| Employer contribution / active EE | $4,749 | $3,166+50.0% | $3,635+30.7% | $2,506+89.5% |
| Participant deferral / active EE | $6,760 | $3,785+78.6% | $4,728+43.0% | $4,310+56.8% |
| Admin fee / account holder | $120 | $452-73.4% | $6,410-98.1% | $188-36.0% |