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: NORTHWESTERM MUTUAL Service code 26 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $50,323 |
THE VANGUARD GROUP, INC.4 years Filed as: THE VANGUARD GROUP Service code 15 · EIN 23-1945930 | Recordkeeping | $14,680 |
SWERDLIN & COMPANY2 years Filed as: SWERDLIN AND COMPANY Service code 13 5901 DUNWOODY RD · ATLANTA, GA 30328 | Contract Administrator | $12,410 |
ERISA SERVICES, INC.1 year Service code 13 P O BOX 24628 · KNIGSTON PIKE, TN 37933 | Contract Administrator | $2,900 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,542 | $79,171+30.8% | $102,423+1.1% | $74,495+39.0% |
| Participation rate | 69.4% | 74.8%-5.4pp | 76.5%-7.0pp | 67.2%+2.2pp |
| Annual return | 16.39% | 54.93%-38.5pp | 29.32%-12.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $1,872 | $2,362-20.8% | $3,023-38.1% | $2,623-28.6% |
| Participant deferral / active EE | $5,701 | $4,415+29.1% | $5,053+12.8% | $4,346+31.2% |
| Admin fee / account holder | $404 | $2,001-79.8% | $9,451-95.7% | $1,942-79.2% |