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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW STE 250 · SEATTLE, WA 98106 | Recordkeeping | $100,586 |
MATISSE CAPITAL7 years Service code 26 · EIN 27-5035231 | Advisory (Participants) | $51,266 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $12,574 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,432 | $89,808-59.4% | $100,391-63.7% | $77,643-53.1% |
| Participation rate | 93.7% | 81.2%+12.5pp | 81.5%+12.2pp | 70.6%+23.1pp |
| Annual return | 12.40% | 20.62%-8.2pp | 49.20%-36.8pp | 31.24%-18.8pp |
| Employer contribution / active EE | $425 | $3,039-86.0% | $3,942-89.2% | $2,726-84.4% |
| Participant deferral / active EE | $3,543 | $8,284-57.2% | $8,082-56.2% | $4,647-23.8% |
| Admin fee / account holder | $176 | $174+0.9% | $7,899-97.8% | $430-59.1% |