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 3-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 CAPITAL MANAGEMENT Service code 99 · EIN 93-1242462 | Other Fees | $26,560 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,872 | $86,897-34.6% | $151,611-62.5% | $64,808-12.2% |
| Participation rate | 74.5% | 87.3%-12.8pp | 87.5%-13.0pp | 71.5%+3.0pp |
| Annual return | -13.38% | -3.57%-9.8pp | 3.33%-16.7pp | 32.82%-46.2pp |
| Employer contribution / active EE | $3,768 | $4,010-6.0% | $6,166-38.9% | $2,506+50.4% |
| Participant deferral / active EE | $7,006 | $6,690+4.7% | $8,363-16.2% | $4,310+62.5% |
| Admin fee / account holder | $84 | $153-44.9% | $11,616-99.3% | $188-55.2% |