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 Service code 19 · EIN 25-6402875 | Securities Custodian | $0 |
NORTHWEST RETIREMENT SERVICES1+ years Service code 15 · EIN 25-1809719 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,252 | $46,732-22.4% | $156,549-76.8% | $55,167-34.3% |
| Participation rate | 35.7% | 65.8%-30.1pp | 84.0%-48.4pp | 69.0%-33.3pp |
| Annual return | 0.98% | 17.72%-16.7pp | 32.23%-31.2pp | 169.23%-168.2pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,512 | $2,204-31.4% | $4,871-69.0% | $3,054-50.5% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |