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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $16,017 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,976 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,504 | $72,254-73.0% | $86,677-77.5% | $64,808-69.9% |
| Participation rate | 82.5% | 80.4%+2.0pp | 76.6%+5.9pp | 71.5%+11.0pp |
| Annual return | -16.01% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $545 | $2,393-77.2% | $2,836-80.8% | $2,506-78.2% |
| Participant deferral / active EE | $2,757 | $4,658-40.8% | $4,656-40.8% | $4,310-36.0% |
| Admin fee / account holder | $89 | $174-48.9% | $7,493-98.8% | $188-52.7% |