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 6-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 |
|---|---|---|
MATRIX TRUST COMPANY2 years Service code 18 · EIN 75-3182674 | Trustee (directed); Custodial (other ... | $1,110 |
NWPS2 years Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Other Fees | $469 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,124 | $61,156-60.6% | $185,823-87.0% | $79,386-69.6% |
| Participation rate | 51.2% | 66.6%-15.4pp | 81.7%-30.5pp | 70.7%-19.5pp |
| Annual return | 11.03% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $1,481 | $2,321-36.2% | $5,167-71.3% | $2,427-39.0% |
| Participant deferral / active EE | $2,562 | $2,789-8.1% | $5,568-54.0% | $4,046-36.7% |
| Admin fee / account holder | $21 | $710-97.0% | $16,237-99.9% | $626-96.6% |