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 |
|---|---|---|
NWPS3+ years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $66,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,634 | $69,823+18.3% | $77,163+7.1% | $74,419+11.0% |
| Participation rate | 54.8% | 70.0%-15.2pp | 69.6%-14.8pp | 70.7%-15.9pp |
| Annual return | 19.25% | 19.98%-0.7pp | 37.87%-18.6pp | 34.38%-15.1pp |
| Employer contribution / active EE | $815 | $2,150-62.1% | $2,535-67.8% | $2,637-69.1% |
| Participant deferral / active EE | $2,681 | $3,558-24.6% | $3,833-30.0% | $4,528-40.8% |
| Admin fee / account holder | $156 | $398-60.7% | $5,472-97.1% | $348-55.1% |