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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Recordkeeping | $19,490 |
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 | $46,187 | $63,156-26.9% | $122,332-62.2% | $62,292-25.9% |
| Participation rate | 100.0% | 60.0%+40.0pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 29.71% | 20.61%+9.1pp | 30.27%-0.6pp | 28.90%+0.8pp |
| Employer contribution / active EE | $3,859 | $1,385+178.7% | $4,050-4.7% | $2,042+88.9% |
| Participant deferral / active EE | $5,952 | $2,321+156.5% | $3,287+81.1% | $3,169+87.8% |
| Admin fee / account holder | $95 | $440-78.5% | $5,478-98.3% | $479-80.3% |