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 |
|---|---|---|
NWPS1 year Service code 15 · EIN 91-1526584 | Recordkeeping | $13,067 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $257,988 | $101,955+153.0% | $112,887+128.5% | $71,457+261.0% |
| Participation rate | 97.9% | 82.1%+15.8pp | 80.5%+17.4pp | 67.9%+30.0pp |
| Annual return | 1.56% | 28.92%-27.4pp | 34.10%-32.5pp | 28.85%-27.3pp |
| Employer contribution / active EE | $7,645 | $4,743+61.2% | $4,563+67.5% | $2,588+195.4% |
| Participant deferral / active EE | $10,347 | $6,771+52.8% | $6,513+58.9% | $4,289+141.3% |
| Admin fee / account holder | $54 | $1,395-96.1% | $7,047-99.2% | $1,587-96.6% |