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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-1526584 15130 MAIN STREET · MILL CREEK, WA 98012 | Recordkeeping | $21,048 |
DUNCAN & HALEY LTD3 years Filed as: DUNCAN & HALEY, LTD. Service code 26 · EIN 02-0532349 2753 S WASHINGTON ST · SEATTLE, WA 98144 | Advisory (Participants) | $15,000 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,704 | $86,944-14.1% | $107,525-30.5% | $74,304+0.5% |
| Participation rate | 99.1% | 59.6%+39.6pp | 75.1%+24.0pp | 60.3%+38.8pp |
| Annual return | 14.63% | 23.52%-8.9pp | 181.32%-166.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $3,439 | $2,757+24.7% | $3,754-8.4% | $2,241+53.4% |
| Participant deferral / active EE | $4,233 | $3,554+19.1% | $5,116-17.3% | $3,767+12.4% |
| Admin fee / account holder | $251 | $3,727-93.3% | $8,919-97.2% | $2,969-91.6% |