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) | $27,946 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,104 | $76,670+5.8% | $96,683-16.1% | $71,457+13.5% |
| Participation rate | 96.6% | 66.6%+30.0pp | 74.3%+22.2pp | 67.9%+28.6pp |
| Annual return | 17.48% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $3,908 | $3,031+28.9% | $3,737+4.6% | $2,588+51.0% |
| Participant deferral / active EE | $7,635 | $3,771+102.5% | $4,878+56.5% | $4,289+78.0% |
| Admin fee / account holder | $201 | $2,028-90.1% | $6,730-97.0% | $1,587-87.3% |