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-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,764 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 2307 WEST 57TH STREET · SIOUX FALLS, SD 57108 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,290 | $47,977-45.2% | $154,107-82.9% | $56,287-53.3% |
| Participation rate | 41.2% | 66.2%-24.9pp | 83.0%-41.8pp | 69.9%-28.6pp |
| Annual return | -3.93% | 3.54%-7.5pp | 735.12%-739.0pp | -9.96%+6.0pp |
| Employer contribution / active EE | $233 | $2,169-89.2% | $5,298-95.6% | $2,111-88.9% |
| Participant deferral / active EE | $801 | $2,392-66.5% | $5,081-84.2% | $3,350-76.1% |
| Admin fee / account holder | $50 | $438-88.6% | $13,411-99.6% | $521-90.4% |