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 |
|---|---|---|
WILLIAM BLAIR1 year Service code 26 · EIN 36-2214610 100 INTERNATIONAL DR, STE 1900 · BALTIMORE, MD 21202 | Advisory (Participants) | $35,977 |
NWPS1 year Service code 15 · EIN 91-2090931 300 EAST JOPPA RD, STE 601 · TOWSON, MD 21286 | Recordkeeping | $21,224 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,361 | $102,317+2.0% | $146,958-29.0% | $80,856+29.1% |
| Participation rate | 93.2% | 75.8%+17.4pp | 82.2%+11.1pp | 67.6%+25.6pp |
| Annual return | 14.50% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,719 | $3,713+27.1% | $4,933-4.3% | $2,755+71.3% |
| Participant deferral / active EE | $10,056 | $6,644+51.4% | $8,070+24.6% | $4,296+134.1% |
| Admin fee / account holder | $458 | $7,941-94.2% | $12,998-96.5% | $6,918-93.4% |