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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $20,830 |
MATRIX TRUST COMPANY3+ years Filed as: MG TRUST CO DBA MATRIX TRUST CO Service code 19 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Securities Custodian | $5,755 |
DUNCAN & HALEY LTD3+ years Filed as: DUNCAN & HALEY, LTD Service code 26 · EIN 02-0532349 2753 SOUTH WASHINGTON STREET · SEATTLE, WA 98144 | Advisory (Participants) | $4,661 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,978 | $79,523-33.4% | $140,016-62.2% | $56,287-5.9% |
| Participation rate | 72.7% | 85.7%-13.0pp | 87.5%-14.8pp | 69.9%+2.9pp |
| Annual return | 11.16% | 2.39%+8.8pp | 651.12%-640.0pp | -9.96%+21.1pp |
| Employer contribution / active EE | $1,133 | $3,350-66.2% | $5,606-79.8% | $2,111-46.3% |
| Participant deferral / active EE | $3,322 | $5,129-35.2% | $6,927-52.0% | $3,350-0.8% |
| Admin fee / account holder | $170 | $614-72.4% | $10,705-98.4% | $521-67.4% |