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 CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $45,107 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,157 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 · EIN 20-1409613 | Advisory (Plan) | $8,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,961 | $72,254-58.5% | $86,677-65.4% | $64,808-53.8% |
| Participation rate | 91.9% | 80.4%+11.5pp | 76.6%+15.4pp | 71.5%+20.5pp |
| Annual return | -13.10% | 392.42%-405.5pp | 35.91%-49.0pp | 32.82%-45.9pp |
| Employer contribution / active EE | $863 | $2,393-63.9% | $2,836-69.6% | $2,506-65.6% |
| Participant deferral / active EE | $2,872 | $4,658-38.3% | $4,656-38.3% | $4,310-33.4% |
| Admin fee / account holder | $167 | $174-4.2% | $7,493-97.8% | $188-11.3% |