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 Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Recordkeeping | $53,366 |
SHANNON & ASSOCIATES, LLP2 years Filed as: SHANNON & ASSOCIATES Service code 10 · EIN 91-1125800 | Accounting | $32,760 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $21,503 |
HUMAN INTEREST ADVISOR LLC10+ 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 |
RELIANT CONSULTING & RESEARCH10+ years Service code 27 · EIN 75-2971473 P.O. BOX 1806 · KINGSTON, WA 98346 | Advisory (Plan) | $12,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $124,724 | $98,727+26.3% | $113,168+10.2% | $85,563+45.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 5.80% | 17.43%-11.6pp | 24.27%-18.5pp | 31.51%-25.7pp |
| Employer contribution / active EE | $5,433 | $2,907+86.9% | $2,975+82.6% | $2,654+104.8% |
| Participant deferral / active EE | $5,627 | $5,424+3.7% | $5,107+10.2% | $4,375+28.6% |
| Admin fee / account holder | $246 | $357-31.1% | $12,068-98.0% | $834-70.5% |