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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 10-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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $112,548 |
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $34,740 |
SABEY CPA, PLLC6 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 PO BOX #5106 · AIKEN, SC 29804 | Accounting | $13,750 |
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 | $114,449 | $108,549+5.4% | $156,263-26.8% | $85,563+33.8% |
| Participation rate | 96.8% | 77.1%+19.7pp | 78.9%+17.9pp | 66.0%+30.9pp |
| Annual return | 8.67% | 21.79%-13.1pp | 59.47%-50.8pp | 31.51%-22.8pp |
| Employer contribution / active EE | $6,552 | $2,690+143.6% | $4,333+51.2% | $2,654+146.9% |
| Participant deferral / active EE | $4,517 | $4,800-5.9% | $6,158-26.7% | $4,375+3.2% |
| Admin fee / account holder | $120 | $650-81.6% | $14,255-99.2% | $834-85.6% |