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 PC4 years Service code 10 · EIN 91-1503183 | Accounting | $14,200 |
NWRPC LLC3 years Filed as: NORTHWEST RET PLAN CONSULTANTS LLC Service code 13 · EIN 46-5674799 | Contract Administrator | $6,531 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $341,993 | $82,664+313.7% | $125,339+172.9% | $68,494+399.3% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -16.08% | -5.97%-10.1pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $18,736 | $3,381+454.2% | $4,814+289.2% | $2,596+621.6% |
| Participant deferral / active EE | $11,564 | $6,110+89.2% | $7,446+55.3% | $4,027+187.1% |
| Admin fee / account holder | $203 | $6,275-96.8% | $10,010-98.0% | $5,403-96.2% |