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 15 · EIN 35-0145825 | Recordkeeping | $45,882 |
NEPSIS INC1 year Service code 16 · EIN 41-1887702 | Consulting | $18,518 |
Filed as: NORTHWESTERN MUTUAL WM Service code 16 · EIN 39-2018056 | Consulting | $7,917 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,812 | $55,472+9.6% | $155,567-60.9% | $74,546-18.4% |
| Participation rate | 59.8% | 61.9%-2.1pp | 78.2%-18.4pp | 67.2%-7.4pp |
| Annual return | 17.33% | 268.72%-251.4pp | 64.74%-47.4pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $2,303 | $2,269+1.5% | $4,674-50.7% | $2,624-12.2% |
| Participant deferral / active EE | $4,602 | $2,838+62.2% | $5,628-18.2% | $4,347+5.9% |
| Admin fee / account holder | $169 | $1,743-90.3% | $15,916-98.9% | $1,944-91.3% |