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 9-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: RAYMOND JAMES Service code 27 · EIN 59-1237041 318 NW CHEHALIS AVE · CHEHALIS, WA 98532 | Advisory (Plan) | $25,299 |
NWPS1 year Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $20,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,388 | $59,263-25.1% | $96,562-54.0% | $79,386-44.1% |
| Participation rate | 69.7% | 61.9%+7.8pp | 69.8%-0.2pp | 70.7%-1.0pp |
| Annual return | 16.41% | 27.07%-10.7pp | 37.78%-21.4pp | 116.85%-100.4pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,960 | $2,948+68.3% | $3,849+28.9% | $4,046+22.6% |
| Admin fee / account holder | $262 | $658-60.3% | $6,181-95.8% | $626-58.2% |