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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $11,177 |
GOLDMAN SACHS2 years Filed as: UNITED CAPITAL RETIREMENT ADVISORS Service code 26 · EIN 27-0493248 153 CORDAVILLE ROAD · SOUTHBOROUGH, MA 01772 | Advisory (Participants) | $6,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $4,750 | $52,293-90.9% | $178,490-97.3% | $73,409-93.5% |
| Participation rate | 46.4% | 65.3%-18.9pp | 81.9%-35.5pp | 72.2%-25.7pp |
| Annual return | 4.10% | 34.75%-30.6pp | 151.07%-147.0pp | 59.29%-55.2pp |
| Employer contribution / active EE | $116 | $1,735-93.3% | $5,011-97.7% | $2,234-94.8% |
| Participant deferral / active EE | $273 | $2,332-88.3% | $5,202-94.7% | $3,805-92.8% |
| Admin fee / account holder | $83 | $127-34.7% | $13,984-99.4% | $158-47.3% |