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 |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.3+ years Filed as: NORTHWEST PLAN SERVICES, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $34,054 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,655 | $155,795-82.9% | $136,294-80.4% | $69,631-61.7% |
| Participation rate | 37.0% | 75.2%-38.2pp | 81.9%-44.9pp | 70.7%-33.6pp |
| Annual return | 22.52% | 232464.33%-232441.8pp | 5155.94%-5133.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $1,185 | $2,991-60.4% | $4,695-74.8% | $2,032-41.7% |
| Participant deferral / active EE | $2,551 | $5,394-52.7% | $6,247-59.2% | $3,224-20.9% |
| Admin fee / account holder | $137 | $128+6.5% | $9,243-98.5% | $110+23.7% |