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 BANK6 years Service code 21 · EIN 23-2790930 | Bank Trustee | $153,981 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $88,847 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,719 | $95,918-16.9% | $151,611-47.4% | $77,904+2.3% |
| Participation rate | 80.2% | 88.7%-8.5pp | 87.5%-7.3pp | 73.7%+6.6pp |
| Annual return | -11.07% | -5.50%-5.6pp | 3.33%-14.4pp | 12.21%-23.3pp |
| Employer contribution / active EE | $1,814 | $4,330-58.1% | $6,166-70.6% | $2,848-36.3% |
| Participant deferral / active EE | $4,316 | $7,508-42.5% | $8,363-48.4% | $4,806-10.2% |
| Admin fee / account holder | $80 | $93-14.6% | $11,616-99.3% | $133-39.9% |