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 |
|---|---|---|
NWPS3 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $12,288 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,791 | $30,086+75.5% | $61,373-14.0% | $64,808-18.5% |
| Participation rate | 15.3% | 36.4%-21.1pp | 52.6%-37.3pp | 71.5%-56.2pp |
| Annual return | -18.66% | -13.99%-4.7pp | 338.61%-357.3pp | 32.82%-51.5pp |
| Employer contribution / active EE | $202 | $536-62.4% | $1,159-82.6% | $2,506-91.9% |
| Participant deferral / active EE | $478 | $1,126-57.5% | $2,125-77.5% | $4,310-88.9% |
| Admin fee / account holder | $92 | $148-37.9% | $2,130-95.7% | $188-51.0% |