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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 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $11,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,036 | $77,899-79.4% | $149,673-89.3% | $75,163-78.7% |
| Participation rate | 65.1% | 65.6%-0.5pp | 78.8%-13.7pp | 67.2%-2.1pp |
| Annual return | 12.69% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $832 | $3,137-73.5% | $4,818-82.7% | $2,670-68.8% |
| Participant deferral / active EE | $2,131 | $3,411-37.5% | $5,680-62.5% | $4,125-48.3% |
| Admin fee / account holder | $162 | $5,956-97.3% | $13,210-98.8% | $5,651-97.1% |