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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-1526584 15130 MAIN STREET SUITE 300 · MILL CREEK, WA 98012 | Recordkeeping | $9,078 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,241 | $89,436-47.2% | $164,813-71.3% | $77,643-39.2% |
| Participation rate | 95.6% | 78.6%+17.0pp | 78.6%+17.0pp | 70.6%+25.1pp |
| Annual return | 11.56% | 28.83%-17.3pp | 69.93%-58.4pp | 31.24%-19.7pp |
| Employer contribution / active EE | $3,192 | $2,569+24.3% | $4,341-26.5% | $2,726+17.1% |
| Participant deferral / active EE | $3,839 | $4,897-21.6% | $6,031-36.3% | $4,647-17.4% |
| Admin fee / account holder | $20 | $339-94.2% | $12,690-99.8% | $430-95.4% |