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 | $55,514 |
LUCID ADVISORS, INC.9+ years Service code 26 · EIN 91-2050140 | Advisory (Participants) | $26,000 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 | Securities Custodian | $24,341 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $159,455 | $84,784+88.1% | $98,439+62.0% | $74,419+114.3% |
| Participation rate | 64.9% | 81.5%-16.7pp | 75.2%-10.3pp | 70.7%-5.9pp |
| Annual return | 17.13% | 20.59%-3.5pp | 21.16%-4.0pp | 34.38%-17.2pp |
| Employer contribution / active EE | $5,684 | $3,364+68.9% | $3,048+86.5% | $2,637+115.5% |
| Participant deferral / active EE | $7,052 | $5,218+35.1% | $4,738+48.9% | $4,528+55.7% |
| Admin fee / account holder | $293 | $204+43.1% | $8,948-96.7% | $348-15.9% |