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 BANK1+ years Filed as: NORTHWEST Service code 21 · EIN 26-3901659 | Bank Trustee | $20,054 |
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 | $43,217 | $81,258-46.8% | $105,218-58.9% | $59,632-27.5% |
| Participation rate | 77.2% | 75.4%+1.8pp | 77.2%0pp | 68.7%+8.5pp |
| Annual return | 0.40% | 1.96%-1.6pp | 5.33%-4.9pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $2,161 | $2,562-15.6% | $3,255-33.6% | $2,203-1.9% |
| Participant deferral / active EE | $4,193 | $3,881+8.0% | $4,867-13.8% | $3,192+31.4% |
| Admin fee / account holder | $187 | $5,841-96.8% | $6,992-97.3% | $4,297-95.6% |