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 | $43,428 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-0538770 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 41-1558009 | Trustee (bank, trust company, or simi... | $16,155 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,095 | $69,823+50.5% | $77,163+36.2% | $74,419+41.2% |
| Participation rate | 57.8% | 70.0%-12.2pp | 69.6%-11.8pp | 70.7%-13.0pp |
| Annual return | -0.35% | 19.98%-20.3pp | 37.87%-38.2pp | 34.38%-34.7pp |
| Employer contribution / active EE | $1,691 | $2,150-21.3% | $2,535-33.3% | $2,637-35.9% |
| Participant deferral / active EE | $2,220 | $3,558-37.6% | $3,833-42.1% | $4,528-51.0% |
| Admin fee / account holder | $143 | $398-64.1% | $5,472-97.4% | $348-58.9% |