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.8+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, #200 · SEATTLE, WA 98136 | Recordkeeping | $15,138 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,303 | $48,265+161.7% | $68,791+83.6% | $68,494+84.4% |
| Participation rate | 89.7% | 60.7%+29.0pp | 69.0%+20.7pp | 67.9%+21.8pp |
| Annual return | -14.48% | -12.71%-1.8pp | -6.38%-8.1pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,637 | $1,829+98.9% | $2,655+37.0% | $2,596+40.1% |
| Participant deferral / active EE | $6,066 | $2,867+111.6% | $3,941+53.9% | $4,027+50.6% |
| Admin fee / account holder | $181 | $4,355-95.9% | $4,932-96.3% | $5,403-96.7% |