See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NWPS3 years Service code 13 · EIN 91-2090931 | Contract Administrator | $7,028 |
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,882 | $77,314-40.7% | $177,989-74.2% | $80,856-43.3% |
| Participation rate | 30.8% | 65.7%-34.9pp | 77.1%-46.3pp | 67.6%-36.9pp |
| Annual return | 12.56% | 18.09%-5.5pp | 294.48%-281.9pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,582 | $2,292+56.3% | $3,949-9.3% | $2,755+30.0% |
| Participant deferral / active EE | $3,254 | $4,411-26.2% | $6,276-48.2% | $4,296-24.3% |
| Admin fee / account holder | $505 | $7,191-93.0% | $10,363-95.1% | $6,918-92.7% |