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 |
|---|---|---|
Filed as: NW INVESTMENT CONSULTING DBA NWPS Service code 15 · EIN 91-2090931 | Recordkeeping | $20,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $89,253 | $79,171+12.7% | $102,423-12.9% | $74,495+19.8% |
| Participation rate | 64.9% | 74.8%-9.9pp | 76.5%-11.6pp | 67.2%-2.3pp |
| Annual return | 15.14% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,383 | $4,415-0.7% | $5,053-13.3% | $4,346+0.9% |
| Admin fee / account holder | $140 | $2,001-93.0% | $9,451-98.5% | $1,942-92.8% |