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 9-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.7+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $2,600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,502 | $51,197-18.9% | $82,719-49.8% | $66,914-38.0% |
| Participation rate | 30.0% | 67.8%-37.8pp | 72.6%-42.6pp | 69.8%-39.8pp |
| Annual return | -13.72% | -9.64%-4.1pp | 701.18%-714.9pp | 1.58%-15.3pp |
| Employer contribution / active EE | $598 | $2,611-77.1% | $3,009-80.1% | $2,544-76.5% |
| Participant deferral / active EE | $1,677 | $3,458-51.5% | $4,395-61.8% | $4,237-60.4% |
| Admin fee / account holder | $15 | $416-96.4% | $5,329-99.7% | $593-97.5% |