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 Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $55,849 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $20,300 |
HUMAN INTEREST ADVISOR LLC7+ 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 |
SHANNON & ASSOCIATES, LLP7+ years Service code 10 · EIN 91-1125800 1851 CENTRAL PLACE S, SUITE 225 · KENT, WA 98030 | Accounting | $10,500 |
RELIANT CONSULTING & RESEARCH7+ years Service code 27 · EIN 75-2971473 P.O. BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,121 | $72,254+100.8% | $86,677+67.4% | $64,808+123.9% |
| Participation rate | 97.0% | 80.4%+16.6pp | 76.6%+20.5pp | 71.5%+25.6pp |
| Annual return | 5.44% | 392.42%-387.0pp | 35.91%-30.5pp | 32.82%-27.4pp |
| Employer contribution / active EE | $10,476 | $2,393+337.8% | $2,836+269.3% | $2,506+318.1% |
| Participant deferral / active EE | $4,049 | $4,658-13.1% | $4,656-13.0% | $4,310-6.1% |
| Admin fee / account holder | $243 | $174+39.6% | $7,493-96.8% | $188+29.3% |