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 |
|---|---|---|
AMERICAN FUNDS2+ years Service code 19 P.O. BOX 6007 · INDIANAPOLIS, IN 462066007 | Securities Custodian | $0 |
LPL FINANCIAL2+ years Filed as: KMS FINANCIAL SERVICES, INC. Service code 26 · EIN 91-0850651 2001 6TH AVENUE, SUITE 2801 · SEATTLE, WA 981219833 | Advisory (Participants) | $0 |
NORTHWEST PLAN SERVICES, INC.2+ years Service code 13 5446 CALIFORNIA AVENUE SW, SUITE 20 · SEATTLE, WA 98136 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,687 | $58,726+251.9% | $92,233+124.1% | $62,292+231.8% |
| Participation rate | 99.0% | 68.3%+30.7pp | 76.5%+22.5pp | 69.5%+29.5pp |
| Annual return | 12.48% | 43.62%-31.1pp | 176.28%-163.8pp | 28.90%-16.4pp |
| Employer contribution / active EE | $9,000 | $2,392+276.3% | $3,679+144.6% | $2,042+340.7% |
| Participant deferral / active EE | $8,435 | $2,766+205.0% | $3,897+116.5% | $3,169+166.2% |
| Admin fee / account holder | $356 | $556-36.0% | $5,194-93.1% | $479-25.7% |