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 |
|---|---|---|
Filed as: RETIREMENT CONSULTING GROUP Service code 26 · EIN 91-1769299 1200 NW NAITO PARKWAY, SUITE 110 · PORTLAND, OR 97209 | Advisory (Participants) | $14,500 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, SUITE 200 · SEATTLE, WA 98136 | Recordkeeping | $6,418 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,518 | $64,909-23.7% | $82,313-39.8% | $62,292-20.5% |
| Participation rate | 76.5% | 74.9%+1.6pp | 76.9%-0.4pp | 69.5%+7.0pp |
| Annual return | 18.90% | 21.18%-2.3pp | 25.88%-7.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,212 | $3,103-28.7% | $3,706-40.3% | $3,169-30.2% |
| Admin fee / account holder | $156 | $440-64.6% | $5,608-97.2% | $479-67.5% |