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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $6,350 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 · EIN 39-2018056 | Other Commissions | $4,755 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,305 | $51,466-43.1% | $78,778-62.8% | $62,292-53.0% |
| Participation rate | 59.5% | 59.8%-0.3pp | 69.2%-9.7pp | 69.5%-10.0pp |
| Annual return | 15.24% | 19.96%-4.7pp | 35.62%-20.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $476 | $827-42.4% | $1,986-76.0% | $2,042-76.7% |
| Participant deferral / active EE | $2,668 | $2,147+24.2% | $2,958-9.8% | $3,169-15.8% |
| Admin fee / account holder | $61 | $489-87.5% | $5,134-98.8% | $479-87.3% |