See peer percentile detail. $4.99 for your first month.
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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 INC10+ years Filed as: UBS FINANCIAL SERVICES Service code 26 · EIN 13-2638166 601 - 108TH AVE NE, SUITE 2000 · BELLEVUE, WA 98004 | Advisory (Participants) | $52,447 |
NWIC DBA NWPS2 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $24,421 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES TRUST SCHWAB BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $10,007 |
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 | $99,135 | $72,994+35.8% | $120,354-17.6% | $77,643+27.7% |
| Participation rate | 42.7% | 55.2%-12.6pp | 71.9%-29.3pp | 70.6%-27.9pp |
| Annual return | 16.02% | 18.23%-2.2pp | 107.15%-91.1pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,422 | $1,793-20.7% | $3,463-58.9% | $2,726-47.8% |
| Participant deferral / active EE | $2,236 | $3,011-25.7% | $4,991-55.2% | $4,647-51.9% |
| Admin fee / account holder | $262 | $658-60.1% | $9,423-97.2% | $430-39.0% |