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 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $32,282 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $6,277 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,017 | $54,121-7.6% | $134,143-62.7% | $73,409-31.9% |
| Participation rate | 99.1% | 64.4%+34.7pp | 72.2%+26.9pp | 72.2%+26.9pp |
| Annual return | 22.28% | -312.52%+334.8pp | 36.33%-14.1pp | 59.29%-37.0pp |
| Employer contribution / active EE | $4,193 | $1,402+199.1% | $3,704+13.2% | $2,234+87.7% |
| Participant deferral / active EE | $6,117 | $2,844+115.1% | $3,499+74.8% | $3,805+60.7% |
| Admin fee / account holder | $89 | $132-33.0% | $6,684-98.7% | $158-43.9% |