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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.
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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: NORTHWESTERN MUTUAL Service code 26 720 E WISCONSIN AVE, · MILWAUKEE, WI 53202 | Advisory (Participants) | $53,638 |
THE VANGUARD GROUP, INC.1 year Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $15,764 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 200 DRYDEN RD., SUITE 1000 · DRESHER, PA 19025 | Contract Administrator | $14,285 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,359 | $84,936+45.2% | $111,297+10.8% | $79,386+55.4% |
| Participation rate | 69.1% | 75.9%-6.8pp | 77.3%-8.2pp | 70.7%-1.6pp |
| Annual return | 14.07% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $1,701 | $1,979-14.0% | $2,731-37.7% | $2,427-29.9% |
| Participant deferral / active EE | $5,039 | $3,888+29.6% | $4,487+12.3% | $4,046+24.6% |
| Admin fee / account holder | $477 | $537-11.2% | $7,964-94.0% | $626-23.8% |