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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 300 E. JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $13,039 |
WILLIAM BLAIR6 years Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $11,262 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,907 | $80,717-62.9% | $154,803-80.7% | $84,808-64.7% |
| Participation rate | 65.9% | 66.8%-0.9pp | 78.1%-12.2pp | 68.3%-2.4pp |
| Annual return | 15.89% | 37.96%-22.1pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,051 | $2,761-61.9% | $4,305-75.6% | $2,631-60.1% |
| Participant deferral / active EE | $2,801 | $3,303-15.2% | $5,540-49.4% | $4,212-33.5% |
| Admin fee / account holder | $273 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |