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 7-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 |
|---|---|---|
NORTHWEST RETIREMENT PLANS, INC.1+ years Service code 15 · EIN 93-0839718 3235 HILLCREST PARK DRIVE STE 100 · MEDFORD, OR 97504 | Recordkeeping | $6,455 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,136 | $47,977-93.5% | $154,107-98.0% | $56,287-94.4% |
| Participation rate | 85.5% | 66.2%+19.3pp | 83.0%+2.4pp | 69.9%+15.6pp |
| Annual return | 9.92% | 3.54%+6.4pp | 735.12%-725.2pp | -9.96%+19.9pp |
| Employer contribution / active EE | $1,543 | $2,169-28.9% | $5,298-70.9% | $2,111-26.9% |
| Participant deferral / active EE | $783 | $2,392-67.3% | $5,081-84.6% | $3,350-76.6% |
| Admin fee / account holder | $19 | $438-95.8% | $13,411-99.9% | $521-96.4% |