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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL Service code 26 720 E WISCONSIN AVE, · MILWAUKEE, WI 53202 | Advisory (Participants) | $46,621 |
THE VANGUARD GROUP, INC.3 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $17,355 |
SWERDLIN & COMPANY1 year Filed as: SWERDLIN AND COMPANY Service code 13 5901 PEACHTREE, DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $15,765 |
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 | $91,462 | $76,050+20.3% | $96,544-5.3% | $71,457+28.0% |
| Participation rate | 68.8% | 74.4%-5.6pp | 76.0%-7.1pp | 67.9%+0.9pp |
| Annual return | 15.55% | 22.81%-7.3pp | 25.84%-10.3pp | 28.85%-13.3pp |
| Employer contribution / active EE | $1,721 | $2,244-23.3% | $2,965-41.9% | $2,588-33.5% |
| Participant deferral / active EE | $5,176 | $4,215+22.8% | $4,851+6.7% | $4,289+20.7% |
| Admin fee / account holder | $388 | $2,707-85.7% | $8,252-95.3% | $1,587-75.5% |