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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $44,752 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 42-1558009 | Custodial (securities); Custodial (ot... | $11,060 |
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 | $83,474 | $82,917+0.7% | $103,333-19.2% | $77,643+7.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 17.72% | 19.13%-1.4pp | 24.88%-7.2pp | 31.24%-13.5pp |
| Employer contribution / active EE | $5,594 | $3,552+57.5% | $3,868+44.6% | $2,726+105.2% |
| Participant deferral / active EE | $7,541 | $4,108+83.5% | $5,057+49.1% | $4,647+62.3% |
| Admin fee / account holder | $128 | $638-79.9% | $8,355-98.5% | $430-70.3% |