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 |
|---|---|---|
FIRST LANDING FINANCIAL, LLC3 years Filed as: FIRST LANDING FINANCIAL Service code 26 · EIN 38-3806771 2101 PARKS AVE SUITE 804 · VIRGINIA BEACH, VA 23451 | Advisory (Participants) | $34,940 |
NWPS5 years Service code 15 · EIN 91-2090931 300 EAST JOPPA ROAD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $24,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,146 | $50,815+38.0% | $155,509-54.9% | $77,643-9.7% |
| Participation rate | 59.8% | 63.1%-3.3pp | 78.2%-18.4pp | 70.6%-10.8pp |
| Annual return | 18.27% | 34.80%-16.5pp | 64.67%-46.4pp | 31.24%-13.0pp |
| Employer contribution / active EE | $1,423 | $1,993-28.6% | $4,672-69.6% | $2,726-47.8% |
| Participant deferral / active EE | $2,540 | $2,822-10.0% | $5,626-54.9% | $4,647-45.3% |
| Admin fee / account holder | $326 | $437-25.4% | $15,912-98.0% | $430-24.3% |