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 |
|---|---|---|
NWPS5 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $13,835 |
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 | $83,093 | $29,548+181.2% | $56,411+47.3% | $77,643+7.0% |
| Participation rate | 12.1% | 32.7%-20.6pp | 52.5%-40.4pp | 70.6%-58.5pp |
| Annual return | 19.78% | 19.01%+0.8pp | 1701.33%-1681.5pp | 31.24%-11.5pp |
| Employer contribution / active EE | $175 | $568-69.1% | $1,039-83.1% | $2,726-93.6% |
| Participant deferral / active EE | $405 | $1,061-61.8% | $1,952-79.2% | $4,647-91.3% |
| Admin fee / account holder | $98 | $1,046-90.6% | $2,829-96.5% | $430-77.2% |