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 |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $31,669 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $8,276 |
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 | $92,473 | $108,549-14.8% | $156,263-40.8% | $85,563+8.1% |
| Participation rate | 67.8% | 77.1%-9.3pp | 78.9%-11.1pp | 66.0%+1.9pp |
| Annual return | 17.75% | 21.79%-4.0pp | 59.47%-41.7pp | 31.51%-13.8pp |
| Employer contribution / active EE | $2,321 | $2,690-13.7% | $4,333-46.4% | $2,654-12.5% |
| Participant deferral / active EE | $4,188 | $4,800-12.8% | $6,158-32.0% | $4,375-4.3% |
| Admin fee / account holder | $133 | $650-79.5% | $14,255-99.1% | $834-84.0% |