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 10-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 |
|---|---|---|
NWPS2 years Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $23,453 |
ALBERS & COMPANY, INC1 year Service code 27 · EIN 91-1289320 | Advisory (Plan) | $21,468 |
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 | $42,454 | $61,156-30.6% | $185,823-77.2% | $79,386-46.5% |
| Participation rate | 82.3% | 66.6%+15.7pp | 81.7%+0.6pp | 70.7%+11.6pp |
| Annual return | 10.27% | 19.45%-9.2pp | 122.05%-111.8pp | 116.85%-106.6pp |
| Employer contribution / active EE | $842 | $2,321-63.7% | $5,167-83.7% | $2,427-65.3% |
| Participant deferral / active EE | $4,249 | $2,789+52.4% | $5,568-23.7% | $4,046+5.0% |
| Admin fee / account holder | $254 | $710-64.2% | $16,237-98.4% | $626-59.5% |