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 |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,196 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 275 PROMENADE STREET SUITE 300 · PROVIDENCE, RI 02908 | Other Services | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,688 | $62,928-46.5% | $172,739-80.5% | $67,579-50.1% |
| Participation rate | 43.5% | 64.5%-21.0pp | 82.6%-39.2pp | 71.3%-27.8pp |
| Annual return | 17.71% | 30.36%-12.6pp | 802.84%-785.1pp | 378.56%-360.8pp |
| Employer contribution / active EE | $180 | $1,636-89.0% | $5,143-96.5% | $2,148-91.6% |
| Participant deferral / active EE | $1,457 | $2,145-32.1% | $5,198-72.0% | $3,539-58.8% |
| Admin fee / account holder | $23 | $167-86.2% | $13,954-99.8% | $142-83.9% |