See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,109 |
ADP BROKER-DEALER4 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 901 WILSHIRE DR · TROY, MI 48084 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,664 | $65,061-62.1% | $143,757-82.8% | $66,914-63.1% |
| Participation rate | 97.4% | 65.2%+32.2pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -15.96% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,034 | $2,361+28.5% | $4,951-38.7% | $2,544+19.2% |
| Participant deferral / active EE | $5,687 | $2,919+94.8% | $5,637+0.9% | $4,237+34.2% |
| Admin fee / account holder | $32 | $502-93.7% | $14,673-99.8% | $593-94.7% |