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 |
|---|---|---|
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $21,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,333 | $76,050-0.9% | $96,544-22.0% | $71,457+5.4% |
| Participation rate | 68.5% | 74.4%-5.9pp | 76.0%-7.5pp | 67.9%+0.6pp |
| Annual return | 14.75% | 22.81%-8.1pp | 25.84%-11.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,715 | $4,215-11.9% | $4,851-23.4% | $4,289-13.4% |
| Admin fee / account holder | $142 | $2,707-94.8% | $8,252-98.3% | $1,587-91.1% |