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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $44,789 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 42-1558009 | Custodial (other than securities); Cu... | $9,157 |
LPL FINANCIAL3 years Service code 26 · EIN 47-1566880 | Advisory (Participants) | $2,632 |
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 | $74,910 | $92,971-19.4% | $96,683-22.5% | $74,419+0.7% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.3%+25.3pp | 70.7%+28.9pp |
| Annual return | 18.81% | 37.49%-18.7pp | 35.69%-16.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $5,835 | $3,426+70.3% | $3,737+56.1% | $2,637+121.2% |
| Participant deferral / active EE | $7,531 | $3,970+89.7% | $4,878+54.4% | $4,528+66.3% |
| Admin fee / account holder | $138 | $633-78.2% | $6,730-97.9% | $348-60.3% |