See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST BANK1 year Service code 21 · EIN 26-3901659 | Bank Trustee | $15,134 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $9,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,869 | $60,323-17.3% | $81,812-39.0% | $74,495-33.1% |
| Participation rate | 97.5% | 62.9%+34.6pp | 72.3%+25.1pp | 67.2%+30.3pp |
| Annual return | 13.29% | 16.90%-3.6pp | 773.79%-760.5pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,615 | $2,620-0.2% | $2,912-10.2% | $2,623-0.3% |
| Participant deferral / active EE | $1,987 | $3,387-41.4% | $4,319-54.0% | $4,346-54.3% |
| Admin fee / account holder | $160 | $1,486-89.3% | $7,386-97.8% | $1,942-91.8% |