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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.6+ years Service code 99 · EIN 91-2090931 5446 CALIFORNIA AVENUE SW · SEATTLE, WA 98136 | Other Fees | $21,656 |
TD AMERITRADE, INC.6+ years Filed as: TD AMERITRADE TRUST COMPANY Service code 18 · EIN 20-0937408 | Custodial (other than securities) | $675 |
MATRIX TRUST COMPANY1 year Service code 18 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $515 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,431 | $91,190-64.4% | $178,490-81.8% | $79,858-59.4% |
| Participation rate | 94.2% | 69.2%+25.0pp | 81.9%+12.3pp | 69.6%+24.6pp |
| Annual return | 12.28% | 24.19%-11.9pp | 151.07%-138.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $240 | $6,751-96.4% | $13,984-98.3% | $5,306-95.5% |