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 |
|---|---|---|
NWPS3 years Filed as: NWPS, INC Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $37,385 |
CHARLES SCHWAB & CO., INC.7 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $11,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,933 | $64,612-4.1% | $86,436-28.3% | $64,808-4.4% |
| Participation rate | 64.6% | 81.5%-16.9pp | 80.3%-15.7pp | 71.5%-6.9pp |
| Annual return | -16.57% | 0.66%-17.2pp | 4394.89%-4411.5pp | 32.82%-49.4pp |
| Employer contribution / active EE | $1,271 | $2,744-53.7% | $3,769-66.3% | $2,506-49.3% |
| Participant deferral / active EE | $3,974 | $7,497-47.0% | $6,952-42.8% | $4,310-7.8% |
| Admin fee / account holder | $108 | $169-35.8% | $6,731-98.4% | $188-42.2% |