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) | $34,853 |
NWPS4 years Service code 15 · EIN 91-2090931 5446 CALIFNORNIA AVE, SW # 200 · SEATTLE, WA 98136 | Recordkeeping | $28,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,954 | $59,417+2.6% | $93,606-34.9% | $74,495-18.2% |
| Participation rate | 66.7% | 59.7%+7.0pp | 68.7%-2.1pp | 67.2%-0.5pp |
| Annual return | 17.22% | 81.83%-64.6pp | 133.20%-116.0pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $2,230 | $1,264+76.5% | $2,420-7.8% | $2,623-15.0% |
| Participant deferral / active EE | $4,584 | $3,050+50.3% | $4,411+3.9% | $4,346+5.5% |
| Admin fee / account holder | $306 | $3,021-89.9% | $8,285-96.3% | $1,942-84.3% |