See peer percentile detail with Solo.
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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.8+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $120,206 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $38,114 |
SABEY CPA, PLLC4 years Filed as: SABEY CPA, LLC Service code 10 · EIN 83-2111556 | Accounting | $12,000 |
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 | $107,323 | $91,372+17.5% | $129,995-17.4% | $74,419+44.2% |
| Participation rate | 98.0% | 77.8%+20.2pp | 78.5%+19.5pp | 70.7%+27.3pp |
| Annual return | 1.93% | 23.21%-21.3pp | -137.18%+139.1pp | 34.38%-32.4pp |
| Employer contribution / active EE | $5,925 | $2,563+131.1% | $4,320+37.2% | $2,637+124.7% |
| Participant deferral / active EE | $4,077 | $4,721-13.6% | $5,820-30.0% | $4,528-10.0% |
| Admin fee / account holder | $139 | $283-50.9% | $10,614-98.7% | $348-60.0% |