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 |
|---|---|---|
NWPS3 years Service code 17 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Pension Consulting | $4,178 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $679 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,281 | $49,451+64.4% | $79,550+2.2% | $66,914+21.5% |
| Participation rate | 35.1% | 61.3%-26.2pp | 69.5%-34.4pp | 69.8%-34.7pp |
| Annual return | -15.05% | 84.25%-99.3pp | 0.16%-15.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,285 | $3,159-27.7% | $3,985-42.7% | $4,237-46.1% |
| Admin fee / account holder | $76 | $595-87.2% | $6,832-98.9% | $593-87.2% |