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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $89,866 |
PACIFIC PORTFOLIO CONSULTING9+ years Service code 27 · EIN 91-1577578 | Advisory (Plan) | $35,000 |
GRANT THORNTON LLP9+ years Service code 10 · EIN 36-6055558 | Accounting | $31,271 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $27,252 |
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 | $73,954 | $84,993-13.0% | $129,995-43.1% | $80,160-7.7% |
| Participation rate | 56.6% | 79.5%-22.9pp | 78.5%-21.8pp | 72.9%-16.3pp |
| Annual return | 16.50% | 23.76%-7.3pp | -137.18%+153.7pp | 40.38%-23.9pp |
| Employer contribution / active EE | $1,455 | $3,051-52.3% | $4,320-66.3% | $2,978-51.1% |
| Participant deferral / active EE | $2,672 | $4,984-46.4% | $5,820-54.1% | $5,017-46.7% |
| Admin fee / account holder | $115 | $391-70.4% | $10,614-98.9% | $145-20.3% |