See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,117 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,281 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,422 | $98,727-70.2% | $113,168-74.0% | $85,563-65.6% |
| Participation rate | 91.9% | 80.8%+11.1pp | 76.6%+15.3pp | 66.0%+25.9pp |
| Annual return | 15.47% | 17.43%-2.0pp | 24.27%-8.8pp | 31.51%-16.0pp |
| Employer contribution / active EE | $608 | $2,907-79.1% | $2,975-79.6% | $2,654-77.1% |
| Participant deferral / active EE | $3,379 | $5,424-37.7% | $5,107-33.8% | $4,375-22.8% |
| Admin fee / account holder | $164 | $357-54.2% | $12,068-98.6% | $834-80.4% |