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 |
|---|---|---|
NWPS5 years Service code 15 · EIN 91-2090931 | Recordkeeping | $12,792 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,354 | $101,317+292.2% | $146,958+170.4% | $74,495+433.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+16.9pp | 67.2%+31.9pp |
| Annual return | 13.88% | 8730.91%-8717.0pp | 418.34%-404.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $15,343 | $3,810+302.7% | $4,933+211.0% | $2,623+484.9% |
| Participant deferral / active EE | $12,872 | $7,303+76.2% | $8,070+59.5% | $4,346+196.2% |
| Admin fee / account holder | $85 | $1,739-95.1% | $12,998-99.3% | $1,942-95.6% |