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 |
|---|---|---|
NWPS6 years Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $34,657 |
VWC PS2 years Filed as: VWC, PS Service code 10 · EIN 91-1007261 10510 NORTHUP WAY · KIRKLAND, WA 98033 | Accounting | $26,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Securities Custodian | $19,756 |
ROTH ASSET MANAGEMENT, INC.11+ years Service code 26 · EIN 20-0160353 15982 PARKER RD · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $3,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $305,371 | $100,923+202.6% | $150,045+103.5% | $74,304+311.0% |
| Participation rate | 97.7% | 70.1%+27.6pp | 82.3%+15.4pp | 60.3%+37.4pp |
| Annual return | 12.70% | 51.77%-39.1pp | 62.55%-49.9pp | 29.43%-16.7pp |
| Employer contribution / active EE | $8,617 | $3,463+148.8% | $4,693+83.6% | $2,241+284.5% |
| Participant deferral / active EE | $11,588 | $6,709+72.7% | $7,997+44.9% | $3,767+207.6% |
| Admin fee / account holder | $390 | $2,767-85.9% | $13,435-97.1% | $2,969-86.9% |