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 |
|---|---|---|
NWPS2 years Service code 10 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Accounting | $4,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,293 | $78,672-79.3% | $109,143-85.1% | $85,850-81.0% |
| Participation rate | 46.3% | 68.3%-22.0pp | 75.9%-29.6pp | 69.3%-23.0pp |
| Annual return | 13.65% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $217 | $2,735-92.1% | $3,722-94.2% | $2,565-91.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $53 | $5,469-99.0% | $6,752-99.2% | $6,260-99.1% |