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 4-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 |
|---|---|---|
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO. Service code 15 · EIN 36-6071399 | Recordkeeping | $127,520 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO. Service code 27 · EIN 39-2018056 | Advisory (Plan) | $24,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,093 | $41,510-78.1% | $85,009-89.3% | $99,061-90.8% |
| Participation rate | 15.1% | 35.3%-20.2pp | 67.5%-52.4pp | 71.6%-56.5pp |
| Annual return | 32.43% | 17.38%+15.1pp | 66.47%-34.0pp | 17.66%+14.8pp |
| Employer contribution / active EE | $380 | $1,137-66.6% | $2,728-86.1% | $3,261-88.3% |
| Participant deferral / active EE | $591 | $2,246-73.7% | $4,522-86.9% | $5,331-88.9% |
| Admin fee / account holder | $138 | $175-21.5% | $6,153-97.8% | $109+26.2% |