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 INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $18,306 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,432 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,397 | $81,248+127.0% | $155,509+18.6% | $80,856+128.1% |
| Participation rate | 81.4% | 66.2%+15.2pp | 78.2%+3.2pp | 67.6%+13.8pp |
| Annual return | 18.41% | 33.31%-14.9pp | 64.67%-46.3pp | 35.59%-17.2pp |
| Employer contribution / active EE | $6,507 | $3,100+109.9% | $4,672+39.3% | $2,755+136.2% |
| Participant deferral / active EE | $7,992 | $3,452+131.5% | $5,626+42.1% | $4,296+86.0% |
| Admin fee / account holder | $10 | $7,997-99.9% | $15,912-99.9% | $6,918-99.9% |