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 |
|---|---|---|
NWPS6 years Service code 15 · EIN 91-2090931 | Recordkeeping | $24,201 |
Service code 26 · EIN 91-1769299 | Advisory (Participants) | $16,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,889 | $89,753-28.8% | $107,525-40.6% | $84,808-24.7% |
| Participation rate | 93.5% | 68.1%+25.5pp | 75.1%+18.5pp | 68.3%+25.2pp |
| Annual return | 18.88% | 29.48%-10.6pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,525 | $3,113-51.0% | $3,754-59.4% | $2,631-42.0% |
| Participant deferral / active EE | $6,748 | $4,056+66.4% | $5,116+31.9% | $4,212+60.2% |
| Admin fee / account holder | $331 | $7,222-95.4% | $8,919-96.3% | $7,344-95.5% |