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 BANK9 years Service code 21 · EIN 23-2790930 | Bank Trustee | $17,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $29,200 | $29,546-1.2% | $56,441-48.3% | $77,671-62.4% |
| Participation rate | 14.7% | 32.7%-18.0pp | 52.5%-37.8pp | 70.6%-55.9pp |
| Annual return | 13.14% | 19.01%-5.9pp | 1704.21%-1691.1pp | 31.21%-18.1pp |
| Employer contribution / active EE | $67 | $568-88.2% | $1,039-93.5% | $2,726-97.5% |
| Participant deferral / active EE | $416 | $1,061-60.8% | $1,953-78.7% | $4,648-91.1% |
| Admin fee / account holder | $162 | $1,046-84.5% | $2,829-94.3% | $430-62.3% |