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 7-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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-2090931 | Recordkeeping | $6,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,031 | $38,075-13.2% | $93,406-64.6% | $73,488-55.1% |
| Participation rate | 47.8% | 56.7%-8.9pp | 66.8%-19.0pp | 70.7%-22.9pp |
| Annual return | 18.38% | 17.59%+0.8pp | 78.05%-59.7pp | 28.51%-10.1pp |
| Employer contribution / active EE | $192 | $1,117-82.8% | $2,075-90.7% | $2,270-91.5% |
| Participant deferral / active EE | $1,268 | $2,012-37.0% | $3,126-59.4% | $3,740-66.1% |
| Admin fee / account holder | $61 | $351-82.7% | $5,230-98.8% | $513-88.2% |