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-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $225 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1001 E ENTRY DR STE 310 · PITTSBURGH, PA 15216 | Other Services | $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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,774 | $100,801-90.3% | $149,696-93.5% | $73,409-86.7% |
| Participation rate | 12.6% | 77.7%-65.1pp | 82.5%-69.9pp | 72.2%-59.6pp |
| Annual return | 29.16% | 265.34%-236.2pp | 276.60%-247.4pp | 59.29%-30.1pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $756 | $6,404-88.2% | $6,842-88.9% | $3,805-80.1% |
| Admin fee / account holder | $5 | $181-97.4% | $9,309-99.9% | $158-97.0% |