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 |
|---|---|---|
NWPS4 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $10,934 |
WILLIAM BLAIR5 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $8,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,056 | $81,248-75.3% | $155,509-87.1% | $80,856-75.2% |
| Participation rate | 64.4% | 66.2%-1.9pp | 78.2%-13.8pp | 67.6%-3.3pp |
| Annual return | 15.83% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $964 | $3,100-68.9% | $4,672-79.4% | $2,755-65.0% |
| Participant deferral / active EE | $2,413 | $3,452-30.1% | $5,626-57.1% | $4,296-43.8% |
| Admin fee / account holder | $190 | $7,997-97.6% | $15,912-98.8% | $6,918-97.3% |