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 10-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 |
|---|---|---|
NPPG2 years Filed as: NPPG RECORD KEEPING SOLUTIONS Service code 15 494 SYCAMORE AVENUE · SHREWSBURY, NJ 07702 | Recordkeeping | $0 |
ORIENTAL BANK9 years Service code 21 PO BOX 191429 · SAN JUAN, PR 009191429 | Bank Trustee | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,937 | $89,436-7.3% | $164,813-49.7% | $77,643+6.8% |
| Participation rate | 98.5% | 78.6%+19.9pp | 78.6%+19.9pp | 70.6%+28.0pp |
| Annual return | 16.21% | 28.83%-12.6pp | 69.93%-53.7pp | 31.24%-15.0pp |
| Employer contribution / active EE | $871 | $2,569-66.1% | $4,341-79.9% | $2,726-68.0% |
| Participant deferral / active EE | $2,945 | $4,897-39.9% | $6,031-51.2% | $4,647-36.6% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |