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, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,425 |
ADP BROKER-DEALER2 years 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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,536 | $58,879-70.2% | $178,490-90.2% | $73,488-76.1% |
| Participation rate | 92.6% | 66.2%+26.4pp | 81.9%+10.7pp | 70.7%+21.9pp |
| Annual return | 23.86% | 24.86%-1.0pp | 151.07%-127.2pp | 28.51%-4.6pp |
| Employer contribution / active EE | $2,073 | $2,236-7.3% | $5,011-58.6% | $2,270-8.7% |
| Participant deferral / active EE | $3,554 | $2,567+38.4% | $5,202-31.7% | $3,740-5.0% |
| Admin fee / account holder | $8 | $400-97.9% | $13,984-99.9% | $513-98.4% |