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 99 · EIN 39-2018056 | Other Fees | $34,575 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,329 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,097 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,510 | $72,277+86.1% | $101,248+32.9% | $79,858+68.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.72% | 22.30%-3.6pp | 46.47%-27.8pp | 31.71%-13.0pp |
| Employer contribution / active EE | $4,254 | $2,692+58.0% | $3,660+16.2% | $2,471+72.2% |
| Participant deferral / active EE | $9,242 | $3,282+181.6% | $4,370+111.5% | $3,740+147.1% |
| Admin fee / account holder | $23 | $4,400-99.5% | $5,945-99.6% | $5,306-99.6% |