See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $67,745 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $55,283 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,834 | $50,982-10.1% | $154,803-70.4% | $85,563-46.4% |
| Participation rate | 63.5% | 59.8%+3.7pp | 78.1%-14.5pp | 66.0%-2.4pp |
| Annual return | 19.95% | 30.35%-10.4pp | 58.88%-38.9pp | 31.51%-11.6pp |
| Employer contribution / active EE | $1,264 | $1,708-26.0% | $4,305-70.6% | $2,654-52.4% |
| Participant deferral / active EE | $2,946 | $2,474+19.1% | $5,540-46.8% | $4,375-32.7% |
| Admin fee / account holder | $215 | $846-74.6% | $14,329-98.5% | $834-74.3% |