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 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $40,080 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,832 | $176,491-69.5% | $95,952-43.9% | $90,288-40.4% |
| Participation rate | 82.3% | 86.6%-4.3pp | 77.1%+5.2pp | 73.4%+8.9pp |
| Annual return | 18.23% | 20.14%-1.9pp | 91.61%-73.4pp | 53.97%-35.7pp |
| Employer contribution / active EE | $1,102 | $2,789-60.5% | $2,541-56.6% | $2,524-56.3% |
| Participant deferral / active EE | $3,402 | $5,340-36.3% | $4,167-18.4% | $4,232-19.6% |
| Admin fee / account holder | $23 | $154-85.1% | $6,795-99.7% | $114-79.8% |