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 18 · EIN 25-6402875 | Custodial (other than securities) | $5,837 |
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 | $40,381 | $46,173-12.5% | $170,442-76.3% | $69,631-42.0% |
| Participation rate | 32.0% | 63.9%-31.9pp | 83.6%-51.6pp | 70.7%-38.7pp |
| Annual return | 22.91% | 21.62%+1.3pp | 205.93%-183.0pp | 27571.02%-27548.1pp |
| Employer contribution / active EE | $198 | $1,610-87.7% | $5,433-96.4% | $2,032-90.2% |
| Participant deferral / active EE | $683 | $2,080-67.2% | $4,939-86.2% | $3,224-78.8% |
| Admin fee / account holder | $28 | $116-75.7% | $13,880-99.8% | $110-74.5% |