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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-1526584 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $1,433 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,249 | $101,317-62.2% | $146,958-74.0% | $74,495-48.7% |
| Participation rate | 94.5% | 75.5%+19.0pp | 82.2%+12.4pp | 67.2%+27.3pp |
| Annual return | 21.92% | 8730.91%-8709.0pp | 418.34%-396.4pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $4,091 | $3,810+7.4% | $4,933-17.1% | $2,623+56.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $9 | $1,739-99.5% | $12,998-99.9% | $1,942-99.5% |