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 EAST JOPPA ROAD SUITE 601 · TOWSON, MD 21286 | Recordkeeping | $10,911 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,221 | $72,277-55.4% | $101,248-68.2% | $79,858-59.7% |
| Participation rate | 61.3% | 68.5%-7.2pp | 75.8%-14.5pp | 69.6%-8.3pp |
| Annual return | 15.25% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,167 | $2,692-56.7% | $3,660-68.1% | $2,471-52.8% |
| Participant deferral / active EE | $1,178 | $3,282-64.1% | $4,370-73.0% | $3,740-68.5% |
| Admin fee / account holder | $239 | $4,400-94.6% | $5,945-96.0% | $5,306-95.5% |