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 13 · EIN 42-0127290 | Contract Administrator | $191,127 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,291 |
ASCENSUS LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $8,508 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,847 | $52,224-44.8% | $88,946-67.6% | $102,872-72.0% |
| Participation rate | 5.7% | 40.8%-35.1pp | 68.8%-63.2pp | 73.0%-67.3pp |
| Annual return | 18.76% | 16.96%+1.8pp | 57.82%-39.1pp | 19.06%-0.3pp |
| Employer contribution / active EE | $166 | $1,241-86.6% | $2,555-93.5% | $3,526-95.3% |
| Participant deferral / active EE | $321 | $2,611-87.7% | $4,581-93.0% | $5,535-94.2% |
| Admin fee / account holder | $695 | $1,723-59.7% | $8,261-91.6% | $292+137.7% |