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 | $61,057 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,263 | $31,741-58.2% | $56,411-76.5% | $199,593-93.4% |
| Participation rate | 55.1% | 32.3%+22.8pp | 52.5%+2.7pp | 72.0%-16.8pp |
| Annual return | 10.57% | 14.72%-4.1pp | 1701.33%-1690.8pp | 34.25%-23.7pp |
| Employer contribution / active EE | $285 | $508-43.8% | $1,039-72.5% | $3,034-90.6% |
| Participant deferral / active EE | $493 | $1,184-58.3% | $1,952-74.7% | $5,087-90.3% |
| Admin fee / account holder | $33 | $426-92.3% | $2,829-98.8% | $269-87.8% |