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 |
|---|---|---|
NWPS5 years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $21,572 |
Filed as: ALERA INVESTMENT ADVISORS, LLC Service code 27 · EIN 82-1301701 THREE PARKWAY NORTH · DEERFIELDS, IL 60015 | Advisory (Plan) | $16,889 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,123 | $81,248-45.7% | $155,509-71.6% | $80,856-45.4% |
| Participation rate | 78.3% | 66.2%+12.0pp | 78.2%+0.1pp | 67.6%+10.6pp |
| Annual return | 11.07% | 33.31%-22.2pp | 64.67%-53.6pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,905 | $3,452+71.1% | $5,626+5.0% | $4,296+37.5% |
| Admin fee / account holder | $357 | $7,997-95.5% | $15,912-97.8% | $6,918-94.8% |