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-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $7,228 |
ADP BROKER-DEALER6 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 | $37,215 | $55,415-32.8% | $155,509-76.1% | $74,495-50.0% |
| Participation rate | 97.4% | 61.9%+35.5pp | 78.2%+19.2pp | 67.2%+30.2pp |
| Annual return | 14.15% | 268.50%-254.4pp | 64.67%-50.5pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $3,495 | $2,267+54.1% | $4,672-25.2% | $2,623+33.2% |
| Participant deferral / active EE | $5,935 | $2,836+109.3% | $5,626+5.5% | $4,346+36.6% |
| Admin fee / account holder | $36 | $1,738-97.9% | $15,912-99.8% | $1,942-98.1% |