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) | $30,921 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,877 | $64,119+23.0% | $112,228-29.7% | $66,914+17.9% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.1%+19.7pp | 69.8%+24.9pp |
| Annual return | -14.59% | -13.81%-0.8pp | 27.45%-42.0pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,434 | $3,005+14.3% | $3,635-5.5% | $2,544+35.0% |
| Participant deferral / active EE | $7,018 | $3,693+90.0% | $4,728+48.4% | $4,237+65.7% |
| Admin fee / account holder | $232 | $625-62.9% | $6,410-96.4% | $593-60.9% |