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 | $45,989 |
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 | $31,342 | $26,114+20.0% | $58,482-46.4% | $74,419-57.9% |
| Participation rate | 75.3% | 32.1%+43.1pp | 50.9%+24.4pp | 70.7%+4.5pp |
| Annual return | 14.07% | 32.51%-18.4pp | 4239.32%-4225.2pp | 34.38%-20.3pp |
| Employer contribution / active EE | $1,552 | $536+189.9% | $1,053+47.4% | $2,637-41.1% |
| Participant deferral / active EE | $1,947 | $1,075+81.2% | $1,924+1.2% | $4,528-57.0% |
| Admin fee / account holder | $83 | $649-87.3% | $2,516-96.7% | $348-76.2% |