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 10-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 · EIN 91-2090931 300 E. JOPPA RD · TOWSON, MD 21286 | Recordkeeping | $6,853 |
CIC WEALTH LLLC2 years Filed as: CIC WEALTH, LLC Service code 26 · EIN 82-2881062 1101 WOOTTON PARKWAY · ROCKVILLE, MD 20852 | Advisory (Participants) | $6,769 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,059 | $64,119-39.1% | $112,228-65.2% | $66,914-41.6% |
| Participation rate | 39.1% | 68.5%-29.4pp | 75.1%-36.0pp | 69.8%-30.7pp |
| Annual return | -14.67% | -13.81%-0.9pp | 27.45%-42.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $0 | $3,005-100.0% | $3,635-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $617 | $3,693-83.3% | $4,728-87.0% | $4,237-85.4% |
| Admin fee / account holder | $216 | $625-65.4% | $6,410-96.6% | $593-63.6% |