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 13 4025 DELRIDGE WAY SW, SUITE 250 · SEATTLE, WA 98106 | Contract Administrator | $21,063 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 18 · EIN 82-3967259 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Custodial (other than securities) | $8,302 |
LPL FINANCIAL10+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,894 | $89,753+180.7% | $107,525+134.3% | $84,808+197.0% |
| Participation rate | 82.1% | 68.1%+14.0pp | 75.1%+7.0pp | 68.3%+13.7pp |
| Annual return | 17.25% | 29.48%-12.2pp | 181.32%-164.1pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,794 | $3,113-42.4% | $3,754-52.2% | $2,631-31.8% |
| Participant deferral / active EE | $12,043 | $4,056+196.9% | $5,116+135.4% | $4,212+185.9% |
| Admin fee / account holder | $228 | $7,222-96.8% | $8,919-97.4% | $7,344-96.9% |