See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES, INC Service code 10 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Accounting | $99,808 |
MERCER3 years Service code 26 · EIN 36-2668272 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Participants) | $62,018 |
Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Bank Trustee | $5,584 |
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 | $59,745 | $89,178-33.0% | $91,541-34.7% | $102,872-41.9% |
| Participation rate | 55.4% | 79.7%-24.2pp | 69.8%-14.3pp | 73.0%-17.6pp |
| Annual return | 17.03% | 14.52%+2.5pp | 20.50%-3.5pp | 19.06%-2.0pp |
| Employer contribution / active EE | $1,528 | $3,455-55.8% | $2,505-39.0% | $3,526-56.7% |
| Participant deferral / active EE | $2,980 | $4,657-36.0% | $4,008-25.6% | $5,535-46.2% |
| Admin fee / account holder | $177 | $134+32.1% | $6,956-97.5% | $292-39.4% |