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 6-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 WEALTH MANAGEMENT, LLC3+ years Filed as: NORTHWEST WEALTH MANAGEMENT Service code 99 | Other Fees | $33,451 |
THE FINWAY GROUP3+ years Service code 49 · EIN 42-1468222 | Other Services | $18,917 |
NORTHWEST WEALTH MANAGEMENT, LLC3+ years Service code 99 · EIN 27-1527316 705 GRAND AVE · SPENCER, IA 51301 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,294 | $56,485-48.1% | $185,823-84.2% | $86,799-66.3% |
| Participation rate | 95.5% | 65.5%+30.0pp | 81.7%+13.8pp | 72.3%+23.2pp |
| Annual return | 12.56% | 118.04%-105.5pp | 122.05%-109.5pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,234 | $1,843-33.0% | $5,167-76.1% | $2,405-48.7% |
| Participant deferral / active EE | $2,654 | $2,553+4.0% | $5,568-52.3% | $4,131-35.8% |
| Admin fee / account holder | $240 | $150+60.1% | $16,237-98.5% | $170+41.3% |