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.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Filed as: NORTHWEST MUTUAL Service code 49 720 WISCONSIN AVE · PALM BEACH GARDENS, FL 33418 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,302 | $87,870-98.5% | $113,168-98.8% | $74,304-98.2% |
| Participation rate | 84.2% | 70.7%+13.5pp | 76.6%+7.6pp | 60.3%+23.9pp |
| Annual return | 0.00% | 26.44%-26.4pp | 24.27%-24.3pp | 29.43%-29.4pp |
| Employer contribution / active EE | $221 | $2,277-90.3% | $2,975-92.6% | $2,241-90.1% |
| Participant deferral / active EE | $788 | $4,241-81.4% | $5,107-84.6% | $3,767-79.1% |
| Admin fee / account holder | $0 | $3,368-100.0% | $12,068-100.0% | $2,969-100.0% |