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 |
|---|---|---|
DWYER PEMBERTON & COULSON PC3 years Service code 10 · EIN 91-1503183 | Accounting | $12,000 |
NWRPC LLC2 years Filed as: NORTHWEST RET PLAN CONSULTANTS LLC Service code 13 · EIN 46-5674799 | Contract Administrator | $6,594 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,947 | $105,181+316.4% | $159,436+174.7% | $85,850+410.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.31% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $19,886 | $3,318+499.3% | $4,829+311.8% | $2,565+675.3% |
| Participant deferral / active EE | $11,936 | $5,945+100.8% | $7,352+62.3% | $3,952+202.0% |
| Admin fee / account holder | $184 | $6,933-97.3% | $10,799-98.3% | $6,260-97.1% |