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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $18,087 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Filed as: NORTHWESTERN MUTUAL Service code 49 901 WILSHIRE DR · TROY, MI 48084 | Other Services | $0 |
Participant 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 | $17,685 | $83,884-78.9% | $64,056-72.4% | $74,419-76.2% |
| Participation rate | 90.0% | 76.6%+13.3pp | 72.3%+17.7pp | 70.7%+19.2pp |
| Annual return | 15.60% | 16.57%-1.0pp | 33.69%-18.1pp | 34.38%-18.8pp |
| Employer contribution / active EE | $1,170 | $3,084-62.0% | $2,747-57.4% | $2,637-55.6% |
| Participant deferral / active EE | $1,549 | $3,692-58.0% | $3,880-60.1% | $4,528-65.8% |
| Admin fee / account holder | $24 | $196-87.5% | $3,068-99.2% | $348-93.0% |