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 |
|---|---|---|
NWPS3 years Service code 15 · EIN 91-2090931 | Recordkeeping | $35,615 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,308 | $106,028+9.7% | $146,958-20.9% | $77,643+49.8% |
| Participation rate | 96.7% | 78.4%+18.4pp | 82.2%+14.6pp | 70.6%+26.1pp |
| Annual return | 14.78% | 56.73%-42.0pp | 418.34%-403.6pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,216 | $4,063+3.8% | $4,933-14.5% | $2,726+54.7% |
| Participant deferral / active EE | $5,933 | $7,990-25.8% | $8,070-26.5% | $4,647+27.7% |
| Admin fee / account holder | $90 | $337-73.3% | $12,998-99.3% | $430-79.1% |