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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $34,171 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $21,897 |
Filed as: LEAFHOUSE Service code 26 · EIN 26-4311657 | Advisory (Participants) | $7,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,026 | $50,815+2.4% | $155,509-66.5% | $77,643-33.0% |
| Participation rate | 34.8% | 63.1%-28.3pp | 78.2%-43.4pp | 70.6%-35.8pp |
| Annual return | 15.67% | 34.80%-19.1pp | 64.67%-49.0pp | 31.24%-15.6pp |
| Employer contribution / active EE | $1,072 | $1,993-46.2% | $4,672-77.0% | $2,726-60.7% |
| Participant deferral / active EE | $2,311 | $2,822-18.1% | $5,626-58.9% | $4,647-50.3% |
| Admin fee / account holder | $208 | $437-52.3% | $15,912-98.7% | $430-51.6% |