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 | $46,897 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-0538770 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.8 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 41-1558009 | Custodial (securities); Custodial (ot... | $16,923 |
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 | $102,663 | $66,457+54.5% | $81,382+26.1% | $77,643+32.2% |
| Participation rate | 59.0% | 68.7%-9.7pp | 69.5%-10.5pp | 70.6%-11.5pp |
| Annual return | 10.47% | 15.93%-5.5pp | 24.73%-14.3pp | 31.24%-20.8pp |
| Employer contribution / active EE | $1,608 | $2,159-25.6% | $2,463-34.7% | $2,726-41.0% |
| Participant deferral / active EE | $2,158 | $3,679-41.3% | $3,883-44.4% | $4,647-53.6% |
| Admin fee / account holder | $163 | $583-72.0% | $5,768-97.2% | $430-62.1% |