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 |
|---|---|---|
Service code 26 2330 WEST JOPPA RD, STE 175 · LUTHERVILLE, MD 21093 | Advisory (Participants) | $17,408 |
NWPS6 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $15,964 |
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 | $45,458 | $66,098-31.2% | $101,794-55.3% | $74,304-38.8% |
| Participation rate | 70.9% | 53.8%+17.1pp | 69.2%+1.7pp | 60.3%+10.5pp |
| Annual return | 15.40% | 19.59%-4.2pp | 30.53%-15.1pp | 29.43%-14.0pp |
| Employer contribution / active EE | $444 | $1,082-58.9% | $2,289-80.6% | $2,241-80.2% |
| Participant deferral / active EE | $1,826 | $2,781-34.4% | $4,084-55.3% | $3,767-51.5% |
| Admin fee / account holder | $238 | $4,146-94.3% | $8,777-97.3% | $2,969-92.0% |