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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.7+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, #200 · SEATTLE, WA 98136 | Recordkeeping | $17,800 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,880 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,093 | $62,573+152.7% | $85,682+84.5% | $85,850+84.2% |
| Participation rate | 86.2% | 61.1%+25.0pp | 69.9%+16.3pp | 69.3%+16.9pp |
| Annual return | 11.02% | 23.77%-12.7pp | 21.49%-10.5pp | 318.53%-307.5pp |
| Employer contribution / active EE | $3,708 | $1,757+111.1% | $2,618+41.6% | $2,565+44.6% |
| Participant deferral / active EE | $5,514 | $2,802+96.8% | $3,923+40.6% | $3,952+39.5% |
| Admin fee / account holder | $221 | $4,640-95.2% | $6,873-96.8% | $6,260-96.5% |