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 |
|---|---|---|
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 601 - 108TH AVE NE, SUITE 2000 · BELLEVUE, WA 98004 | Advisory (Participants) | $44,751 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $8,626 |
NORTHWEST PLAN SERVICES, INC.4+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $4,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,029 | $107,440-28.3% | $105,738-27.2% | $55,725+38.2% |
| Participation rate | 43.8% | 55.5%-11.7pp | 76.3%-32.5pp | 70.9%-27.0pp |
| Annual return | -3.63% | -0.59%-3.0pp | 6.27%-9.9pp | 244.93%-248.6pp |
| Employer contribution / active EE | $1,160 | $1,448-19.9% | $3,268-64.5% | $2,078-44.2% |
| Participant deferral / active EE | $1,952 | $2,171-10.1% | $4,080-52.2% | $3,356-41.8% |
| Admin fee / account holder | $185 | $283-34.8% | $6,913-97.3% | $115+60.5% |