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 | $17,450 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,557 | $43,709+40.8% | $61,491+0.1% | $64,808-5.0% |
| Participation rate | 52.2% | 69.2%-17.0pp | 79.3%-27.2pp | 71.5%-19.3pp |
| Annual return | -18.76% | -9.98%-8.8pp | -12.98%-5.8pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,233 | $2,113+5.7% | $4,246-47.4% | $2,506-10.9% |
| Participant deferral / active EE | $2,748 | $3,022-9.1% | $5,188-47.0% | $4,310-36.2% |
| Admin fee / account holder | $65 | $131-50.6% | $4,312-98.5% | $188-65.5% |