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, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $14,805 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 3883 HOWARD HUGHES PARKWAY · LAS VEGAS, NV 89169 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,021 | $80,005-83.7% | $140,016-90.7% | $55,725-76.6% |
| Participation rate | 41.3% | 87.0%-45.7pp | 87.5%-46.2pp | 70.9%-29.6pp |
| Annual return | -5.55% | 0.46%-6.0pp | 651.12%-656.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $436 | $3,403-87.2% | $5,606-92.2% | $2,078-79.0% |
| Participant deferral / active EE | $3,114 | $5,264-40.8% | $6,927-55.0% | $3,356-7.2% |
| Admin fee / account holder | $42 | $116-63.8% | $10,705-99.6% | $115-63.7% |