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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.
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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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $125,099 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,741 | $139,767-64.4% | $153,485-67.6% | $199,593-75.1% |
| Participation rate | 41.5% | 85.1%-43.6pp | 77.1%-35.6pp | 72.0%-30.5pp |
| Annual return | 19.18% | 20.59%-1.4pp | 15.65%+3.5pp | 34.25%-15.1pp |
| Employer contribution / active EE | $2,998 | $6,517-54.0% | $5,039-40.5% | $3,034-1.2% |
| Participant deferral / active EE | $3,696 | $8,055-54.1% | $6,757-45.3% | $5,087-27.3% |
| Admin fee / account holder | $108 | $98+10.8% | $12,724-99.1% | $269-59.7% |