Filed June 2, 2026
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 Service code 15 · EIN 91-2090931 | Recordkeeping | $54,870 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $35,363 |
LUCID ADVISORS, INC.8+ years Service code 26 · EIN 91-2050140 | Advisory (Participants) | $26,000 |
Service code 10 · EIN 91-1275259 | Accounting | $16,726 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,914 | $81,908+75.7% | $90,749+58.6% | $64,808+122.1% |
| Participation rate | 89.5% | 80.5%+9.1pp | 75.7%+13.9pp | 71.5%+18.1pp |
| Annual return | -13.89% | -12.53%-1.4pp | -12.16%-1.7pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,927 | $3,065+60.7% | $2,921+68.7% | $2,506+96.6% |
| Participant deferral / active EE | $6,623 | $4,840+36.8% | $4,564+45.1% | $4,310+53.6% |
| Admin fee / account holder | $341 | $157+116.9% | $8,445-96.0% | $188+81.5% |