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 91-1526584 | Recordkeeping | $72,409 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-0538770 | Advisory (Participants) | $33,982 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 41-1558009 | Custodial (other than securities); Cu... | $21,174 |
PACIFIC PORTFOLIO CONSULTING6+ years Service code 26 · EIN 91-2090931 | Advisory (Participants) | $13,146 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,156 | $66,528+76.1% | $86,874+34.9% | $86,799+35.0% |
| Participation rate | 73.4% | 72.4%+1.0pp | 71.6%+1.8pp | 72.3%+1.1pp |
| Annual return | 16.29% | 19.56%-3.3pp | 63.52%-47.2pp | 97.91%-81.6pp |
| Employer contribution / active EE | $2,099 | $2,007+4.6% | $2,495-15.9% | $2,405-12.7% |
| Participant deferral / active EE | $2,423 | $3,240-25.2% | $3,699-34.5% | $4,131-41.4% |
| Admin fee / account holder | $212 | $148+43.3% | $5,828-96.4% | $170+25.2% |