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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWEST PLAN SERVICES Service code 15 · EIN 91-2090931 | Recordkeeping | $34,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,432 | $78,275+102.4% | $109,143+45.2% | $86,799+82.5% |
| Participation rate | 34.4% | 73.8%-39.5pp | 75.9%-41.5pp | 72.3%-37.9pp |
| Annual return | 11.52% | 19.14%-7.6pp | 25.75%-14.2pp | 97.91%-86.4pp |
| Employer contribution / active EE | $1,588 | $3,105-48.8% | $3,722-57.3% | $2,405-34.0% |
| Participant deferral / active EE | $2,095 | $3,641-42.5% | $4,653-55.0% | $4,131-49.3% |
| Admin fee / account holder | $126 | $198-36.4% | $6,752-98.1% | $170-25.5% |