Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $13,009 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,476 | $52,450+74.4% | $129,295-29.2% | $74,546+22.7% |
| Participation rate | 74.2% | 53.8%+20.3pp | 69.6%+4.6pp | 67.2%+7.0pp |
| Annual return | 14.51% | 15.65%-1.1pp | 9429.28%-9414.8pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $2,793 | $1,532+82.3% | $4,157-32.8% | $2,624+6.4% |
| Participant deferral / active EE | $4,142 | $2,797+48.1% | $4,169-0.7% | $4,347-4.7% |
| Admin fee / account holder | $113 | $2,636-95.7% | $7,665-98.5% | $1,944-94.2% |