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 | $57,789 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,102 | $30,588+34.4% | $53,898-23.7% | $85,563-52.0% |
| Participation rate | 67.8% | 26.3%+41.5pp | 55.0%+12.8pp | 66.0%+1.8pp |
| Annual return | 18.06% | 50.42%-32.4pp | 528.60%-510.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,603 | $436+267.8% | $932+72.0% | $2,654-39.6% |
| Participant deferral / active EE | $1,985 | $848+134.1% | $1,826+8.7% | $4,375-54.6% |
| Admin fee / account holder | $100 | $1,879-94.7% | $2,491-96.0% | $834-88.1% |