See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NWK GROUP, INC.10+ years Filed as: NWK GROUP Service code 27 · EIN 20-2154904 | Advisory (Plan) | $60,000 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$85,629 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,071 | $50,815+687.3% | $155,509+157.3% | $77,643+415.3% |
| Participation rate | 97.6% | 63.1%+34.5pp | 78.2%+19.4pp | 70.6%+27.1pp |
| Annual return | 16.67% | 34.80%-18.1pp | 64.67%-48.0pp | 31.24%-14.6pp |
| Employer contribution / active EE | $26,195 | $1,993+1214.6% | $4,672+460.6% | $2,726+861.0% |
| Participant deferral / active EE | $15,193 | $2,822+438.4% | $5,626+170.0% | $4,647+226.9% |
| Admin fee / account holder | -$42 | $437-109.6% | $15,912-100.3% | $430-109.8% |