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 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $28,078 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,211 | $93,182+24.7% | $146,665-20.8% | $79,386+46.4% |
| Participation rate | 75.0% | 76.4%-1.4pp | 80.1%-5.1pp | 70.7%+4.3pp |
| Annual return | 15.80% | 21.61%-5.8pp | 22.74%-6.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $2,595 | $2,420+7.3% | $4,136-37.3% | $2,427+6.9% |
| Participant deferral / active EE | $5,093 | $4,169+22.2% | $5,506-7.5% | $4,046+25.9% |
| Admin fee / account holder | $205 | $585-65.0% | $10,280-98.0% | $626-67.3% |