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 4-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+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $39,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,859 | $66,528+27.6% | $86,874-2.3% | $86,799-2.2% |
| Participation rate | 57.9% | 72.4%-14.5pp | 71.6%-13.7pp | 72.3%-14.4pp |
| Annual return | 0.00% | 19.56%-19.6pp | 63.52%-63.5pp | 97.91%-97.9pp |
| Employer contribution / active EE | $579 | $2,007-71.2% | $2,495-76.8% | $2,405-75.9% |
| Participant deferral / active EE | $1,869 | $3,240-42.3% | $3,699-49.5% | $4,131-54.8% |
| Admin fee / account holder | $78 | $148-47.2% | $5,828-98.7% | $170-53.8% |