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) | $26,782 |
NWPS3 years Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $21,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,672 | $54,701+1.8% | $86,188-35.4% | $71,457-22.1% |
| Participation rate | 71.4% | 60.1%+11.2pp | 69.0%+2.4pp | 67.9%+3.4pp |
| Annual return | 21.91% | 20.06%+1.8pp | 1168.45%-1146.5pp | 28.85%-6.9pp |
| Employer contribution / active EE | $2,820 | $1,265+122.9% | $2,380+18.5% | $2,588+9.0% |
| Participant deferral / active EE | $5,200 | $3,108+67.3% | $3,985+30.5% | $4,289+21.2% |
| Admin fee / account holder | $260 | $1,922-86.5% | $6,852-96.2% | $1,587-83.6% |