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 WEALTH MGMT Service code 27 611 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,985 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $663 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,271 | $63,114+30.4% | $92,893-11.4% | $65,185+26.2% |
| Participation rate | 93.8% | 68.8%+25.0pp | 76.0%+17.8pp | 70.2%+23.6pp |
| Annual return | 24.91% | 28.75%-3.8pp | 109.41%-84.5pp | 29.38%-4.5pp |
| Employer contribution / active EE | $3,033 | $2,571+18.0% | $3,653-17.0% | $2,177+39.3% |
| Participant deferral / active EE | $6,533 | $3,108+110.2% | $4,236+54.2% | $3,514+85.9% |
| Admin fee / account holder | $182 | $624-70.9% | $5,794-96.9% | $847-78.6% |