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.11+ years Service code 15 · EIN 91-2090931 5446 CALIFORNIA AVE SW, #200 · SEATTLE, WA 98136 | Recordkeeping | $16,173 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,248 | $59,097+183.0% | $82,389+103.0% | $74,304+125.1% |
| Participation rate | 83.5% | 52.8%+30.7pp | 69.5%+13.9pp | 60.3%+23.1pp |
| Annual return | 15.37% | 22.85%-7.5pp | 28.67%-13.3pp | 29.43%-14.1pp |
| Employer contribution / active EE | $4,002 | $1,601+150.0% | $2,517+59.0% | $2,241+78.5% |
| Participant deferral / active EE | $5,567 | $2,775+100.6% | $4,155+34.0% | $3,767+47.8% |
| Admin fee / account holder | $187 | $4,489-95.8% | $7,231-97.4% | $2,969-93.7% |