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) | $25,103 |
NWPS2 years Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $21,729 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,030 | $49,451-11.0% | $79,550-44.7% | $66,914-34.2% |
| Participation rate | 74.7% | 61.3%+13.4pp | 69.5%+5.3pp | 69.8%+4.9pp |
| Annual return | -19.22% | 84.25%-103.5pp | 0.16%-19.4pp | 1.58%-20.8pp |
| Employer contribution / active EE | $3,086 | $1,266+143.9% | $2,413+27.9% | $2,544+21.3% |
| Participant deferral / active EE | $5,366 | $3,159+69.9% | $3,985+34.7% | $4,237+26.7% |
| Admin fee / account holder | $277 | $595-53.3% | $6,832-95.9% | $593-53.2% |