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 |
|---|---|---|
NWPS1 year Filed as: NWPS, INC Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $34,800 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $9,318 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,812 | $78,781-22.8% | $100,516-39.5% | $73,409-17.2% |
| Participation rate | 71.1% | 80.0%-8.9pp | 79.4%-8.3pp | 72.2%-1.1pp |
| Annual return | 13.57% | 31.69%-18.1pp | 30.89%-17.3pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,202 | $2,420-50.3% | $3,418-64.8% | $2,234-46.2% |
| Participant deferral / active EE | $3,600 | $6,537-44.9% | $6,270-42.6% | $3,805-5.4% |
| Admin fee / account holder | $95 | $145-34.6% | $8,081-98.8% | $158-39.8% |