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 8-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 |
|---|---|---|
NWPS1 year Service code 15 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $13,315 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,956 | $52,406-39.0% | $129,207-75.3% | $74,495-57.1% |
| Participation rate | 61.7% | 53.8%+7.9pp | 69.6%-7.9pp | 67.2%-5.5pp |
| Annual return | 16.87% | 15.66%+1.2pp | 9417.33%-9400.5pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,170 | $2,794+13.4% | $4,168-23.9% | $4,346-27.1% |
| Admin fee / account holder | $64 | $2,633-97.6% | $7,715-99.2% | $1,942-96.7% |