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 |
|---|---|---|
NWPS4 years Service code 37 · EIN 91-2090931 300 EAST JOPPA RD · TOWSON, MD 21286 | Loan Processing | $9,329 |
SIMON LEVER LLC5 years Service code 10 · EIN 23-1692578 147 W AIRPORT RD · LITITZ, PA 17543 | Accounting | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,601 | $53,165-33.0% | $86,188-58.7% | $74,419-52.2% |
| Participation rate | 79.1% | 64.9%+14.3pp | 69.0%+10.2pp | 70.7%+8.4pp |
| Annual return | 15.81% | 22.64%-6.8pp | 1168.45%-1152.6pp | 34.38%-18.6pp |
| Employer contribution / active EE | $772 | $1,210-36.2% | $2,380-67.5% | $2,637-70.7% |
| Participant deferral / active EE | $1,462 | $3,234-54.8% | $3,985-63.3% | $4,528-67.7% |
| Admin fee / account holder | $36 | $551-93.5% | $6,852-99.5% | $348-89.8% |