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 BANK3+ years Service code 21 1030 STATE STREET · ERIE, PA 16501 | Bank Trustee | $24,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $49,639 | $46,966+5.7% | $185,117-73.2% | $69,631-28.7% |
| Participation rate | 32.2% | 65.3%-33.0pp | 77.3%-45.0pp | 70.7%-38.4pp |
| Annual return | 16.68% | 22.36%-5.7pp | 40.50%-23.8pp | 27571.02%-27554.3pp |
| Employer contribution / active EE | $177 | $1,360-87.0% | $4,182-95.8% | $2,032-91.3% |
| Participant deferral / active EE | $1,290 | $3,017-57.2% | $5,045-74.4% | $3,224-60.0% |
| Admin fee / account holder | $156 | $94+66.6% | $8,159-98.1% | $110+41.6% |