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 BANK2+ years Service code 19 · EIN 25-6402875 | Securities Custodian | $0 |
NORTHWEST RETIREMENT SERVICES2+ years Service code 15 · EIN 25-1809719 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,388 | $55,453-18.1% | $170,442-73.4% | $62,292-27.1% |
| Participation rate | 37.0% | 66.4%-29.3pp | 83.6%-46.6pp | 69.5%-32.5pp |
| Annual return | 15.15% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,433-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,592 | $2,303-30.9% | $4,939-67.8% | $3,169-49.8% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |