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: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $20,577 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $13,749 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,144 |
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 | $20,807 | $55,416-62.5% | $75,972-72.6% | $77,643-73.2% |
| Participation rate | 95.0% | 63.6%+31.4pp | 69.1%+25.9pp | 70.6%+24.4pp |
| Annual return | 15.85% | 17.07%-1.2pp | 359.55%-343.7pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,490 | $1,788-16.6% | $2,685-44.5% | $2,726-45.3% |
| Participant deferral / active EE | $2,419 | $3,447-29.8% | $4,255-43.1% | $4,647-47.9% |
| Admin fee / account holder | $122 | $414-70.4% | $6,467-98.1% | $430-71.6% |