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 7-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 | $13,684 |
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 | $37,538 | $28,601+31.2% | $71,735-47.7% | $66,914-43.9% |
| Participation rate | 48.4% | 56.7%-8.2pp | 62.3%-13.9pp | 69.8%-21.4pp |
| Annual return | -15.05% | -10.90%-4.2pp | 9.14%-24.2pp | 1.58%-16.6pp |
| Employer contribution / active EE | $213 | $1,104-80.7% | $1,704-87.5% | $2,544-91.6% |
| Participant deferral / active EE | $1,627 | $1,912-14.9% | $2,658-38.8% | $4,237-61.6% |
| Admin fee / account holder | $152 | $506-70.0% | $3,974-96.2% | $593-74.4% |