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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-2090931 | Recordkeeping | $18,440 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,525 | $45,068+36.5% | $67,221-8.5% | $73,409-16.2% |
| Participation rate | 90.3% | 75.3%+15.0pp | 79.4%+10.9pp | 72.2%+18.1pp |
| Annual return | 17.41% | 16.15%+1.3pp | 20.72%-3.3pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,401 | $2,041+66.6% | $3,723-8.6% | $2,234+52.3% |
| Participant deferral / active EE | $4,130 | $2,660+55.3% | $4,384-5.8% | $3,805+8.5% |
| Admin fee / account holder | $66 | $111-40.2% | $5,844-98.9% | $158-58.0% |