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 | $98,807 |
Filed as: RW INVESTMENT MANAGEMENT LLC Service code 26 · EIN 47-1056022 | Advisory (Participants) | $77,944 |
MATRIX TRUST COMPANY5 years Service code 18 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $14,767 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,953 | $62,544-52.1% | $129,295-76.8% | $199,768-85.0% |
| Participation rate | 20.5% | 56.8%-36.3pp | 69.6%-49.1pp | 72.0%-51.5pp |
| Annual return | 10.19% | 16.95%-6.8pp | 9429.28%-9419.1pp | 34.26%-24.1pp |
| Employer contribution / active EE | $600 | $2,394-74.9% | $4,157-85.6% | $3,037-80.2% |
| Participant deferral / active EE | $986 | $3,123-68.4% | $4,169-76.3% | $5,090-80.6% |
| Admin fee / account holder | $145 | $167-12.9% | $7,665-98.1% | $269-45.9% |