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 |
|---|---|---|
NWPS3 years Service code 99 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Other Fees | $910 |
MATRIX TRUST COMPANY3 years Service code 18 · EIN 75-3182674 | Custodial (other than securities); Di... | $845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,317 | $65,061-56.5% | $143,757-80.3% | $66,914-57.7% |
| Participation rate | 51.8% | 65.2%-13.4pp | 80.3%-28.5pp | 69.8%-18.0pp |
| Annual return | -8.43% | -11.14%+2.7pp | -0.04%-8.4pp | 1.58%-10.0pp |
| Employer contribution / active EE | $1,598 | $2,361-32.3% | $4,951-67.7% | $2,544-37.2% |
| Participant deferral / active EE | $3,189 | $2,919+9.2% | $5,637-43.4% | $4,237-24.7% |
| Admin fee / account holder | $25 | $502-94.9% | $14,673-99.8% | $593-95.7% |