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 BANK8 years Service code 21 · EIN 23-2790930 | Bank Trustee | $133,481 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $120,577 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,634 | $122,693-13.9% | $184,203-42.7% | $199,593-47.1% |
| Participation rate | 77.2% | 86.8%-9.6pp | 86.8%-9.7pp | 72.0%+5.2pp |
| Annual return | 12.98% | 143.91%-130.9pp | 28.81%-15.8pp | 34.25%-21.3pp |
| Employer contribution / active EE | $2,333 | $4,584-49.1% | $6,427-63.7% | $3,034-23.1% |
| Participant deferral / active EE | $5,074 | $7,990-36.5% | $9,131-44.4% | $5,087-0.3% |
| Admin fee / account holder | $103 | $121-14.2% | $13,901-99.3% | $269-61.5% |