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 | $17,847 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,356 | $61,473-55.5% | $81,930-66.6% | $73,409-62.7% |
| Participation rate | 48.5% | 72.4%-23.9pp | 72.0%-23.5pp | 72.2%-23.7pp |
| Annual return | 13.10% | 28.26%-15.2pp | 29.49%-16.4pp | 59.29%-46.2pp |
| Employer contribution / active EE | $556 | $1,898-70.7% | $4,310-87.1% | $2,234-75.1% |
| Participant deferral / active EE | $1,333 | $3,080-56.7% | $7,107-81.2% | $3,805-65.0% |
| Admin fee / account holder | $117 | $125-6.4% | $5,158-97.7% | $158-25.6% |