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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $34,789 |
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 | $114,969 | $91,407+25.8% | $135,903-15.4% | $71,457+60.9% |
| Participation rate | 96.0% | 75.7%+20.3pp | 81.9%+14.1pp | 67.9%+28.0pp |
| Annual return | 18.34% | 29.90%-11.6pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,831 | $3,703+3.5% | $4,856-21.1% | $2,588+48.1% |
| Participant deferral / active EE | $6,146 | $7,092-13.3% | $7,758-20.8% | $4,289+43.3% |
| Admin fee / account holder | $94 | $1,266-92.6% | $10,762-99.1% | $1,587-94.1% |