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 |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $37,302 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,915 | $62,544-13.8% | $129,295-58.3% | $199,768-73.0% |
| Participation rate | 55.9% | 56.8%-0.9pp | 69.6%-13.7pp | 72.0%-16.1pp |
| Annual return | 12.65% | 16.95%-4.3pp | 9429.28%-9416.6pp | 34.26%-21.6pp |
| Employer contribution / active EE | $2,096 | $2,394-12.4% | $4,157-49.6% | $3,037-31.0% |
| Participant deferral / active EE | $2,991 | $3,123-4.3% | $4,169-28.3% | $5,090-41.2% |
| Admin fee / account holder | $46 | $167-72.7% | $7,665-99.4% | $269-83.0% |