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 4-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 |
|---|---|---|
NWPS2 years Service code 13 · EIN 91-2090931 | Contract Administrator | $7,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $65,390-52.1% | $169,368-81.5% | $71,457-56.2% |
| Participation rate | 26.2% | 67.0%-40.7pp | 77.1%-50.9pp | 67.9%-41.7pp |
| Annual return | 15.76% | 21.31%-5.6pp | 405.60%-389.8pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,309 | $2,079-37.0% | $4,013-67.4% | $2,588-49.4% |
| Participant deferral / active EE | $1,923 | $4,367-56.0% | $6,221-69.1% | $4,289-55.2% |
| Admin fee / account holder | $440 | $1,324-66.8% | $9,003-95.1% | $1,587-72.3% |