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 BANK4 years Service code 15 · EIN 25-6402875 | Recordkeeping | $42,692 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: BOETGER & ASSOCIATES Service code 13 · EIN 25-1809719 | Contract Administrator | $16,359 |
LIPSITZ GREEN SCIME & CAMBRIA5+ years Filed as: HAINES & COMPANY Service code 10 · EIN 47-3317888 | Accounting | $11,108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,060 | $91,517-69.3% | $101,248-72.3% | $73,409-61.8% |
| Participation rate | 51.9% | 73.8%-21.9pp | 75.8%-23.9pp | 72.2%-20.3pp |
| Annual return | -1.40% | 17.17%-18.6pp | 46.47%-47.9pp | 59.29%-60.7pp |
| Employer contribution / active EE | $699 | $2,877-75.7% | $3,660-80.9% | $2,234-68.7% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $192 | $216-11.1% | $5,945-96.8% | $158+21.6% |