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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,951 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 611 E WISCONSIN AVE · HERNDON, VA 20171 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $15,727 | $25,302-37.8% | $74,701-78.9% | $67,579-76.7% |
| Participation rate | 19.5% | 37.8%-18.3pp | 54.5%-34.9pp | 71.3%-51.7pp |
| Annual return | 23.97% | 10291.17%-10267.2pp | 752.92%-728.9pp | 378.56%-354.6pp |
| Employer contribution / active EE | $237 | $446-46.8% | $1,084-78.1% | $2,148-88.9% |
| Participant deferral / active EE | $355 | $954-62.8% | $1,964-81.9% | $3,539-90.0% |
| Admin fee / account holder | $36 | $108-66.6% | $3,333-98.9% | $142-74.7% |