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-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $3,350 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 1901 BUTTERFIELD RD STE 450 · DOWNERS GROVE, IL 60515 | Other Services | $0 |
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 | $54,111 | $75,183-28.0% | $123,892-56.3% | $55,167-1.9% |
| Participation rate | 95.5% | 72.8%+22.7pp | 81.4%+14.1pp | 69.0%+26.5pp |
| Annual return | 9.28% | 19.01%-9.7pp | 47.52%-38.2pp | 169.23%-159.9pp |
| Employer contribution / active EE | $2,054 | $2,823-27.3% | $4,617-55.5% | $1,963+4.7% |
| Participant deferral / active EE | $9,301 | $5,084+82.9% | $5,984+55.4% | $3,054+204.5% |
| Admin fee / account holder | $16 | $663-97.5% | $8,357-99.8% | $504-96.8% |