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 15 · EIN 13-3689044 | Recordkeeping | $17,585 |
Filed as: VORYS SATER SEYMOUR AND PEASE LLP Service code 29 · EIN 31-4333125 | Legal | $13,330 |
Filed as: NORTHWESTERN MUTUAL INVESTEMENT Service code 22 | Insurance Broker | $10,769 |
GBQ PARTNERS1 year Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $6,500 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $5,475 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,233 | $73,638-75.2% | $95,952-81.0% | $73,488-75.2% |
| Participation rate | 46.9% | 76.2%-29.2pp | 77.1%-30.2pp | 70.7%-23.8pp |
| Annual return | 17.87% | 16.78%+1.1pp | 91.61%-73.7pp | 28.51%-10.6pp |
| Employer contribution / active EE | $1,245 | $1,863-33.2% | $2,541-51.0% | $2,270-45.2% |
| Participant deferral / active EE | $1,676 | $3,617-53.7% | $4,167-59.8% | $3,740-55.2% |
| Admin fee / account holder | $346 | $482-28.3% | $6,795-94.9% | $513-32.6% |