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.8+ years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, STE 250 · SEATTLE, WA 98106 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,967 | $52,208-6.2% | $86,612-43.5% | $74,419-34.2% |
| Participation rate | 24.6% | 66.3%-41.7pp | 71.7%-47.1pp | 70.7%-46.1pp |
| Annual return | 12.70% | 44.46%-31.8pp | 591.07%-578.4pp | 34.38%-21.7pp |
| Employer contribution / active EE | $689 | $2,282-69.8% | $3,022-77.2% | $2,637-73.9% |
| Participant deferral / active EE | $1,478 | $3,383-56.3% | $4,438-66.7% | $4,528-67.3% |
| Admin fee / account holder | $11 | $319-96.7% | $5,614-99.8% | $348-97.0% |