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 |
|---|---|---|
NWPS2 years Service code 15 · EIN 91-1526584 | Recordkeeping | $11,635 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,237 | $113,016+115.2% | $103,476+135.1% | $74,495+226.5% |
| Participation rate | 90.7% | 80.8%+10.0pp | 80.5%+10.2pp | 67.2%+23.5pp |
| Annual return | 0.94% | 23.24%-22.3pp | 23.90%-23.0pp | 1364.94%-1364.0pp |
| Employer contribution / active EE | $7,641 | $4,881+56.5% | $4,672+63.6% | $2,623+191.3% |
| Participant deferral / active EE | $10,051 | $7,279+38.1% | $6,623+51.8% | $4,346+131.3% |
| Admin fee / account holder | $49 | $1,709-97.1% | $9,413-99.5% | $1,942-97.5% |