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 17 · EIN 91-2090931 300 EAST JOPPA RD · TOWSON, MD 21286 | Pension Consulting | $3,965 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $586 |
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 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 | $86,154 | $54,573+57.9% | $90,951-5.3% | $73,488+17.2% |
| Participation rate | 35.1% | 61.2%-26.1pp | 69.0%-33.9pp | 70.7%-35.6pp |
| Annual return | 13.98% | 16.69%-2.7pp | 134.60%-120.6pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,138 | $2,517-15.1% | $3,373-36.6% | $3,740-42.8% |
| Admin fee / account holder | $68 | $521-87.0% | $5,959-98.9% | $513-86.8% |