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 | $16,590 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $10,607 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $6,000 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,817 | $77,899-52.7% | $149,673-75.4% | $75,163-51.0% |
| Participation rate | 93.9% | 65.6%+28.3pp | 78.8%+15.1pp | 67.2%+26.7pp |
| Annual return | 9.64% | 31.72%-22.1pp | 134.42%-124.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,079 | $3,137-65.6% | $4,818-77.6% | $2,670-59.6% |
| Participant deferral / active EE | $1,843 | $3,411-46.0% | $5,680-67.6% | $4,125-55.3% |
| Admin fee / account holder | $254 | $5,956-95.7% | $13,210-98.1% | $5,651-95.5% |