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 7-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 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $20,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $72,030 | $54,590+31.9% | $81,930-12.1% | $73,488-2.0% |
| Participation rate | 60.7% | 68.3%-7.6pp | 72.0%-11.3pp | 70.7%-9.9pp |
| Annual return | 14.92% | 17.74%-2.8pp | 29.49%-14.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $922 | $1,636-43.7% | $4,310-78.6% | $2,270-59.4% |
| Participant deferral / active EE | $2,768 | $2,759+0.3% | $7,107-61.1% | $3,740-26.0% |
| Admin fee / account holder | $115 | $592-80.6% | $5,158-97.8% | $513-77.6% |