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 |
|---|---|---|
NWPS5 years Filed as: NWPS, INC Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Contract Administrator | $44,928 |
CHARLES SCHWAB & CO., INC.9 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $12,474 |
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.
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 | $76,658 | $89,808-14.6% | $100,391-23.6% | $77,643-1.3% |
| Participation rate | 57.8% | 81.2%-23.4pp | 81.5%-23.6pp | 70.6%-12.7pp |
| Annual return | 15.25% | 20.62%-5.4pp | 49.20%-34.0pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,133 | $3,039-62.7% | $3,942-71.2% | $2,726-58.4% |
| Participant deferral / active EE | $3,672 | $8,284-55.7% | $8,082-54.6% | $4,647-21.0% |
| Admin fee / account holder | $123 | $174-29.7% | $7,899-98.4% | $430-71.5% |