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 |
|---|---|---|
NWPS2 years Filed as: NWPS, INC Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $39,673 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,214 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $72,027 | $87,125-17.3% | $108,410-33.6% | $86,799-17.0% |
| Participation rate | 65.8% | 80.5%-14.7pp | 80.1%-14.3pp | 72.3%-6.4pp |
| Annual return | 16.83% | 25.21%-8.4pp | 905.27%-888.4pp | 97.91%-81.1pp |
| Employer contribution / active EE | $1,099 | $2,477-55.6% | $3,558-69.1% | $2,405-54.3% |
| Participant deferral / active EE | $3,515 | $6,944-49.4% | $6,563-46.4% | $4,131-14.9% |
| Admin fee / account holder | $111 | $130-14.5% | $7,295-98.5% | $170-34.3% |