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 9-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+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $4,874 |
ADP BROKER-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 211 NORTH STREET · NORTHAMPTON, MA 01060 | 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 | $26,623 | $46,732-43.0% | $156,549-83.0% | $55,167-51.7% |
| Participation rate | 58.7% | 65.8%-7.1pp | 84.0%-25.3pp | 69.0%-10.3pp |
| Annual return | 0.00% | 17.72%-17.7pp | 32.23%-32.2pp | 169.23%-169.2pp |
| Employer contribution / active EE | $1,081 | $2,105-48.6% | $5,501-80.3% | $1,963-44.9% |
| Participant deferral / active EE | $2,105 | $2,204-4.5% | $4,871-56.8% | $3,054-31.1% |
| Admin fee / account holder | $65 | $418-84.5% | $13,027-99.5% | $504-87.1% |