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) | $31,929 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,138 |
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 | $101,041 | $77,660+30.1% | $109,143-7.4% | $79,386+27.3% |
| Participation rate | 96.1% | 67.8%+28.3pp | 75.9%+20.2pp | 70.7%+25.4pp |
| Annual return | 14.01% | 23.44%-9.4pp | 25.75%-11.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $3,354 | $2,797+19.9% | $3,722-9.9% | $2,427+38.2% |
| Participant deferral / active EE | $7,445 | $3,518+111.6% | $4,653+60.0% | $4,046+84.0% |
| Admin fee / account holder | $240 | $732-67.3% | $6,752-96.5% | $626-61.7% |