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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $56,328 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $19,044 |
HUMAN INTEREST ADVISOR LLC9+ 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: SHANNON & ASSOCIATES Service code 10 · EIN 91-1125800 | Accounting | $15,700 |
RELIANT CONSULTING & RESEARCH9+ years Service code 27 · EIN 75-2971473 P.O. BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $10,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,500 | $88,890+45.7% | $102,423+26.4% | $77,643+66.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 17.62% | 24.98%-7.4pp | 29.32%-11.7pp | 31.24%-13.6pp |
| Employer contribution / active EE | $11,103 | $2,698+311.6% | $3,023+267.3% | $2,726+307.3% |
| Participant deferral / active EE | $4,978 | $5,145-3.3% | $5,053-1.5% | $4,647+7.1% |
| Admin fee / account holder | $226 | $235-4.1% | $9,451-97.6% | $430-47.5% |