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 | $23,903 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $5,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,911 | $44,221-16.5% | $121,196-69.5% | $56,287-34.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 71.7%+28.3pp | 69.9%+30.1pp |
| Annual return | 0.24% | -3.58%+3.8pp | 16.93%-16.7pp | -9.96%+10.2pp |
| Employer contribution / active EE | $4,008 | $1,480+170.8% | $4,022-0.3% | $2,111+89.9% |
| Participant deferral / active EE | $5,885 | $2,521+133.4% | $3,344+75.9% | $3,350+75.7% |
| Admin fee / account holder | $94 | $480-80.4% | $5,019-98.1% | $521-81.9% |