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 | $42,933 |
STIFEL NICOLAUS & CO INC5 years Filed as: STIFEL INVESTMENT SERVICES Service code 26 · EIN 43-0538770 | Advisory (Participants) | $30,000 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 41-1558009 | Custodial (securities); Custodial (ot... | $15,350 |
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 | $108,998 | $117,025-6.9% | $91,541+19.1% | $85,563+27.4% |
| Participation rate | 60.6% | 64.2%-3.7pp | 69.8%-9.2pp | 66.0%-5.4pp |
| Annual return | 8.47% | 18.02%-9.6pp | 20.50%-12.0pp | 31.51%-23.0pp |
| Employer contribution / active EE | $2,100 | $2,120-1.0% | $2,505-16.2% | $2,654-20.9% |
| Participant deferral / active EE | $2,950 | $3,446-14.4% | $4,008-26.4% | $4,375-32.6% |
| Admin fee / account holder | $295 | $1,242-76.2% | $6,956-95.8% | $834-64.6% |