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-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,590 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 901 WILSHIRE DRIVE · TROY, MI 48084 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,743 | $52,953-64.6% | $172,739-89.1% | $65,185-71.2% |
| Participation rate | 63.2% | 66.2%-2.9pp | 82.6%-19.4pp | 70.2%-7.0pp |
| Annual return | 33.54% | 30.12%+3.4pp | 802.84%-769.3pp | 29.38%+4.2pp |
| Employer contribution / active EE | $2,130 | $2,190-2.7% | $5,143-58.6% | $2,177-2.1% |
| Participant deferral / active EE | $3,747 | $2,471+51.6% | $5,198-27.9% | $3,514+6.6% |
| Admin fee / account holder | $15 | $472-96.9% | $13,954-99.9% | $847-98.2% |