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 INC8+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 601 - 108TH AVE NE, SUITE 2000 · BELLEVUE, WA 98004 | Advisory (Participants) | $46,309 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES TRUST SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $9,919 |
NWPS3 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $4,201 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,704 | $52,122+52.9% | $104,294-23.6% | $64,808+23.0% |
| Participation rate | 38.2% | 56.0%-17.8pp | 73.3%-35.0pp | 71.5%-33.2pp |
| Annual return | -16.59% | 13.26%-29.9pp | 24.61%-41.2pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,224 | $1,627-24.8% | $3,372-63.7% | $2,506-51.2% |
| Participant deferral / active EE | $1,784 | $2,823-36.8% | $4,625-61.4% | $4,310-58.6% |
| Admin fee / account holder | $189 | $155+22.2% | $7,339-97.4% | $188+0.6% |