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, INC Service code 15 · EIN 91-1526584 | Recordkeeping | $11,754 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,973 | $39,898-29.9% | $121,196-76.9% | $55,725-49.8% |
| Participation rate | 46.1% | 61.2%-15.1pp | 71.7%-25.6pp | 70.9%-24.7pp |
| Annual return | 10.79% | -0.96%+11.8pp | 16.93%-6.1pp | 244.93%-234.1pp |
| Employer contribution / active EE | $1,662 | $1,295+28.3% | $4,022-58.7% | $2,078-20.0% |
| Participant deferral / active EE | $2,328 | $2,439-4.5% | $3,344-30.4% | $3,356-30.6% |
| Admin fee / account holder | $4 | $95-96.3% | $5,019-99.9% | $115-96.9% |