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, LLC2 years Service code 26 · EIN 20-4040323 63088 18TH STREET, SUITE 190 · BEND, OR 97701 | Advisory (Participants) | $19,816 |
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 | $42,757 | $63,299-32.5% | $91,001-53.0% | $62,292-31.4% |
| Participation rate | 86.9% | 73.3%+13.6pp | 75.6%+11.3pp | 69.5%+17.3pp |
| Annual return | 17.80% | 20.99%-3.2pp | 4.60%+13.2pp | 28.90%-11.1pp |
| Employer contribution / active EE | $808 | $1,807-55.3% | $2,456-67.1% | $2,042-60.4% |
| Participant deferral / active EE | $2,622 | $2,943-10.9% | $3,547-26.1% | $3,169-17.3% |
| Admin fee / account holder | $137 | $468-70.8% | $5,417-97.5% | $479-71.5% |