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 27 720 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,386 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $638 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,866 | $69,362+42.5% | $101,248-2.4% | $73,488+34.5% |
| Participation rate | 94.2% | 68.4%+25.8pp | 75.8%+18.4pp | 70.7%+23.5pp |
| Annual return | 20.63% | 18.46%+2.2pp | 46.47%-25.8pp | 28.51%-7.9pp |
| Employer contribution / active EE | $3,529 | $2,628+34.3% | $3,660-3.6% | $2,270+55.5% |
| Participant deferral / active EE | $7,362 | $3,300+123.1% | $4,370+68.5% | $3,740+96.9% |
| Admin fee / account holder | $199 | $704-71.8% | $5,945-96.7% | $513-61.3% |