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 6-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-DEALER1+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
ADP BROKER-DEALER1+ years Filed as: ADP BROKERD-DEALER Service code 59 | Shareholder Servicing | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 901 WILSHIRE DRIVE · TROY, MI 48084 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $498 | $35,986-98.6% | $77,482-99.4% | $73,488-99.3% |
| Participation rate | 6.2% | 40.8%-34.7pp | 54.2%-48.0pp | 70.7%-64.5pp |
| Annual return | 0.00% | 19.26%-19.3pp | 54.79%-54.8pp | 28.51%-28.5pp |
| Employer contribution / active EE | $11 | $557-98.0% | $986-98.9% | $2,270-99.5% |
| Participant deferral / active EE | $19 | $1,198-98.4% | $1,861-99.0% | $3,740-99.5% |
| Admin fee / account holder | $0 | $466-100.0% | $2,858-100.0% | $513-100.0% |