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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,930 |
ADP BROKER-DEALER6+ 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,432 | $58,879-38.1% | $178,490-79.6% | $73,488-50.4% |
| Participation rate | 48.4% | 66.2%-17.8pp | 81.9%-33.5pp | 70.7%-22.3pp |
| Annual return | 14.28% | 24.86%-10.6pp | 151.07%-136.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $265 | $2,236-88.1% | $5,011-94.7% | $2,270-88.3% |
| Participant deferral / active EE | $2,177 | $2,567-15.2% | $5,202-58.1% | $3,740-41.8% |
| Admin fee / account holder | $17 | $400-95.9% | $13,984-99.9% | $513-96.8% |