See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 · EIN 39-2018056 | Other Fees | $38,857 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 20975 SWENSON DRIVE, STE 225 · WAUKESHA, WI 53186 | Other Services | $9,324 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,639 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,279 | $78,672+102.5% | $109,143+45.9% | $85,850+85.5% |
| Participation rate | 97.7% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.4pp |
| Annual return | 14.31% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $4,248 | $2,735+55.3% | $3,722+14.1% | $2,565+65.6% |
| Participant deferral / active EE | $9,574 | $3,467+176.1% | $4,653+105.7% | $3,952+142.3% |
| Admin fee / account holder | $31 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |