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 Service code 27 | Advisory (Plan) | $27,093 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,588 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,081 | $29,051+285.8% | $52,425+113.8% | $67,986+64.9% |
| Participation rate | 55.5% | 30.4%+25.0pp | 55.6%-0.2pp | 57.2%-1.7pp |
| Annual return | 17.51% | 24.00%-6.5pp | 302.12%-284.6pp | 31.67%-14.2pp |
| Employer contribution / active EE | $1,184 | $412+187.5% | $914+29.5% | $2,019-41.4% |
| Participant deferral / active EE | $2,364 | $873+170.7% | $1,790+32.0% | $3,358-29.6% |
| Admin fee / account holder | $379 | $2,113-82.1% | $2,495-84.8% | $3,203-88.2% |