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 Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $51,385 |
HUMAN INTEREST ADVISOR LLC6+ years Filed as: HUMAN INVESTING Service code 26 · EIN 74-3130983 5335 SW MEADOWS RD, STE 450 · LAKE OSWEGO, OR 97035 | Advisory (Participants) | $17,500 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 211 MAIN ST, 14TH FLOOR · SAN FRANCISCO, CA 94105 | Securities Custodian | $17,360 |
SHANNON & ASSOCIATES, LLP6+ years Service code 10 · EIN 91-1125800 1851 CENTRAL PLACE S, SUITE 225 · KENT, WA 98030 | Accounting | $11,750 |
RELIANT CONSULTING & RESEARCH6+ years Service code 27 · EIN 75-2971473 P.O. BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,690 | $185,342+1.8% | $111,297+69.5% | $86,799+117.4% |
| Participation rate | 99.0% | 81.0%+18.0pp | 77.3%+21.7pp | 72.3%+26.7pp |
| Annual return | 37.35% | 500.80%-463.4pp | 54.65%-17.3pp | 97.91%-60.6pp |
| Employer contribution / active EE | $10,134 | $2,246+351.2% | $2,731+271.1% | $2,405+321.3% |
| Participant deferral / active EE | $3,921 | $4,458-12.0% | $4,487-12.6% | $4,131-5.1% |
| Admin fee / account holder | $332 | $255+30.1% | $7,964-95.8% | $170+96.0% |