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 |
|---|---|---|
NORTHWEST QUADRANT, LLC1 year Service code 26 · EIN 20-4040323 63088 18TH STREET, SUITE 190 · BEND, OR 97701 | Advisory (Participants) | $16,056 |
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 | $34,155 | $56,629-39.7% | $77,999-56.2% | $55,167-38.1% |
| Participation rate | 89.6% | 73.3%+16.3pp | 75.5%+14.0pp | 69.0%+20.6pp |
| Annual return | 11.29% | 2866.98%-2855.7pp | 425.96%-414.7pp | 169.23%-157.9pp |
| Employer contribution / active EE | $779 | $1,723-54.8% | $2,470-68.4% | $1,963-60.3% |
| Participant deferral / active EE | $2,376 | $2,777-14.4% | $3,497-32.1% | $3,054-22.2% |
| Admin fee / account holder | $108 | $467-76.7% | $5,480-98.0% | $504-78.5% |