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 |
|---|---|---|
NWPS3 years Service code 15 300 E. JOPPA RD., STE 601 · TOWSON, MD 21286 | Recordkeeping | $43,464 |
Annual investment return 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 | $42,153 | $130,141-67.6% | $86,677-51.4% | $77,904-45.9% |
| Participation rate | 83.0% | 85.9%-2.9pp | 76.6%+6.4pp | 73.7%+9.3pp |
| Annual return | -17.73% | -12.75%-5.0pp | 35.91%-53.6pp | 12.21%-29.9pp |
| Employer contribution / active EE | $1,561 | $3,220-51.5% | $2,836-45.0% | $2,848-45.2% |
| Participant deferral / active EE | $3,837 | $5,757-33.4% | $4,656-17.6% | $4,806-20.2% |
| Admin fee / account holder | $18 | $132-86.0% | $7,493-99.8% | $133-86.1% |