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.5+ years Service code 13 · EIN 91-2090931 5446 CALIFORNIA AVE SW · SEATTLE, WA 98136 | Contract Administrator | $23,770 |
DUNCAN & HALEY LTD5+ years Filed as: DUNCAN & HALEY, LTD Service code 26 · EIN 02-0532349 2753 SOUTH WASHINGTON STREET · SEATTLE, WA 98144 | Advisory (Participants) | $15,000 |
Annual investment return 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 | $52,248 | $136,307-61.7% | $177,821-70.6% | $73,488-28.9% |
| Participation rate | 78.4% | 86.1%-7.7pp | 87.7%-9.4pp | 70.7%+7.7pp |
| Annual return | 5.67% | 18.68%-13.0pp | 48.32%-42.7pp | 28.51%-22.8pp |
| Employer contribution / active EE | $1,527 | $3,712-58.9% | $5,918-74.2% | $2,270-32.7% |
| Participant deferral / active EE | $4,190 | $5,829-28.1% | $7,714-45.7% | $3,740+12.1% |
| Admin fee / account holder | $200 | $596-66.4% | $12,427-98.4% | $513-61.0% |