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 | $37,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,785 | $106,236+33.5% | $112,228+26.3% | $64,808+118.8% |
| Participation rate | 36.1% | 71.7%-35.6pp | 75.1%-39.0pp | 71.5%-35.4pp |
| Annual return | -13.17% | -6.02%-7.2pp | 27.45%-40.6pp | 32.82%-46.0pp |
| Employer contribution / active EE | $1,916 | $3,166-39.5% | $3,635-47.3% | $2,506-23.6% |
| Participant deferral / active EE | $2,183 | $3,785-42.3% | $4,728-53.8% | $4,310-49.4% |
| Admin fee / account holder | $149 | $452-67.0% | $6,410-97.7% | $188-20.7% |