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-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,138 |
ADP BROKER-DEALER5 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 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,933 | $61,272-47.9% | $149,673-78.7% | $71,457-55.3% |
| Participation rate | 95.0% | 62.5%+32.5pp | 78.8%+16.2pp | 67.9%+27.1pp |
| Annual return | 23.33% | 35.85%-12.5pp | 134.42%-111.1pp | 28.85%-5.5pp |
| Employer contribution / active EE | $3,278 | $2,378+37.8% | $4,818-32.0% | $2,588+26.7% |
| Participant deferral / active EE | $5,702 | $2,917+95.5% | $5,680+0.4% | $4,289+33.0% |
| Admin fee / account holder | $23 | $1,261-98.2% | $13,210-99.8% | $1,587-98.6% |