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 |
|---|---|---|
NWPS3 years Service code 10 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Accounting | $4,803 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,093 | $64,707-78.2% | $112,228-87.4% | $68,494-79.4% |
| Participation rate | 65.5% | 67.2%-1.7pp | 75.1%-9.6pp | 67.9%-2.4pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,343 | $2,746-14.7% | $3,635-35.5% | $2,596-9.7% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $60 | $5,232-98.9% | $6,410-99.1% | $5,403-98.9% |