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 | $31,310+258.0% | $53,898+108.0% | $74,304+50.8% |
| Participation rate | 55.5% | 30.7%+24.8pp | 55.0%+0.5pp | 60.3%-4.9pp |
| Annual return | 17.51% | 23.16%-5.7pp | 528.60%-511.1pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,184 | $450+163.2% | $932+27.0% | $2,241-47.2% |
| Participant deferral / active EE | $2,364 | $934+153.0% | $1,826+29.4% | $3,767-37.3% |
| Admin fee / account holder | $379 | $2,175-82.6% | $2,491-84.8% | $2,969-87.2% |