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 |
|---|---|---|
NWPS1 year Service code 10 · EIN 91-2090931 300 EAST JOPPA RD, STE 601 · TOWSON, MD 21286 | Accounting | $5,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,936 | $69,362-79.9% | $101,248-86.2% | $73,488-81.0% |
| Participation rate | 44.6% | 68.4%-23.7pp | 75.8%-31.2pp | 70.7%-26.0pp |
| Annual return | 14.24% | 18.46%-4.2pp | 46.47%-32.2pp | 28.51%-14.3pp |
| Employer contribution / active EE | $145 | $2,628-94.5% | $3,660-96.1% | $2,270-93.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $68 | $704-90.3% | $5,945-98.9% | $513-86.7% |