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 |
|---|---|---|
NWPS3 years Filed as: NWPS, INC Service code 15 · EIN 91-2090931 | Recordkeeping | $57,552 |
RBC WEALTH MANAGEMENT7 years Service code 26 · EIN 41-1416330 | Advisory (Participants) | $38,406 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $23,100 |
Service code 22 · EIN 06-0566050 | Insurance Broker | $16,153 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $9,412 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,320 | $71,142-25.1% | $119,609-55.4% | $64,808-17.7% |
| Participation rate | 52.3% | 78.6%-26.4pp | 79.3%-27.0pp | 71.5%-19.2pp |
| Annual return | -13.47% | -10.01%-3.5pp | -14.97%+1.5pp | 32.82%-46.3pp |
| Employer contribution / active EE | $2,030 | $2,497-18.7% | $4,232-52.0% | $2,506-19.0% |
| Participant deferral / active EE | $2,823 | $4,490-37.1% | $5,602-49.6% | $4,310-34.5% |
| Admin fee / account holder | $336 | $162+107.4% | $10,323-96.7% | $188+79.1% |