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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,905 |
ADP BROKER-DEALER8+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 5420 LBJ FREEWAY · DALLAS, TX 75240 | 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 | $31,864 | $65,061-51.0% | $143,757-77.8% | $66,914-52.4% |
| Participation rate | 56.0% | 65.2%-9.2pp | 80.3%-24.3pp | 69.8%-13.8pp |
| Annual return | -15.13% | -11.14%-4.0pp | -0.04%-15.1pp | 1.58%-16.7pp |
| Employer contribution / active EE | $194 | $2,361-91.8% | $4,951-96.1% | $2,544-92.4% |
| Participant deferral / active EE | $1,776 | $2,919-39.1% | $5,637-68.5% | $4,237-58.1% |
| Admin fee / account holder | $28 | $502-94.4% | $14,673-99.8% | $593-95.3% |