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 8-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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, STE 200 · SEATTLE, WA 98136 | Recordkeeping | $89,621 |
MATISSE CAPITAL2 years Service code 26 · EIN 27-5035231 | Advisory (Participants) | $53,220 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TN 78759 | Securities Custodian | $10,418 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,382 | $86,338-61.3% | $91,989-63.7% | $77,787-57.1% |
| Participation rate | 47.1% | 82.9%-35.8pp | 78.6%-31.5pp | 73.2%-26.1pp |
| Annual return | 20.38% | 29.65%-9.3pp | 69.02%-48.6pp | 32.57%-12.2pp |
| Employer contribution / active EE | $195 | $2,988-93.5% | $3,452-94.4% | $2,504-92.2% |
| Participant deferral / active EE | $1,672 | $6,908-75.8% | $5,923-71.8% | $3,967-57.9% |
| Admin fee / account holder | $194 | $79+144.5% | $7,743-97.5% | $100+93.9% |