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 INVESTMENT Service code 55 · EIN 52-2114207 | Other Commissions | $27,586 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,970 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,540 | $66,098+133.8% | $101,794+51.8% | $74,304+108.0% |
| Participation rate | 41.4% | 53.8%-12.4pp | 69.2%-27.8pp | 60.3%-19.0pp |
| Annual return | 16.39% | 19.59%-3.2pp | 30.53%-14.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,894 | $1,082+75.1% | $2,289-17.3% | $2,241-15.5% |
| Participant deferral / active EE | $3,845 | $2,781+38.3% | $4,084-5.8% | $3,767+2.1% |
| Admin fee / account holder | $24 | $4,146-99.4% | $8,777-99.7% | $2,969-99.2% |