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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $57,356 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $11,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,984 | $44,059+27.1% | $71,671-21.9% | $69,631-19.6% |
| Participation rate | 58.3% | 60.8%-2.4pp | 68.7%-10.4pp | 70.7%-12.4pp |
| Annual return | 17.38% | 21.97%-4.6pp | 20.65%-3.3pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $1,314 | $1,305+0.7% | $2,460-46.6% | $2,032-35.4% |
| Participant deferral / active EE | $1,965 | $2,370-17.1% | $3,438-42.8% | $3,224-39.0% |
| Admin fee / account holder | $122 | $108+13.1% | $5,558-97.8% | $110+10.3% |