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 year Service code 18 · EIN 25-6402875 | Custodial (other than securities) | $5,833 |
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.
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 | $34,655 | $36,916-6.1% | $156,549-77.9% | $57,658-39.9% |
| Participation rate | 31.4% | 63.4%-32.0pp | 84.0%-52.6pp | 70.2%-38.8pp |
| Annual return | 10.33% | 12.38%-2.1pp | 32.23%-21.9pp | 5.13%+5.2pp |
| Employer contribution / active EE | $169 | $1,571-89.3% | $5,501-96.9% | $1,974-91.4% |
| Participant deferral / active EE | $635 | $1,926-67.0% | $4,871-87.0% | $3,061-79.2% |
| Admin fee / account holder | $30 | $82-63.7% | $13,027-99.8% | $95-68.4% |