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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,232 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $14,571 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,009 | $102,317-22.8% | $146,958-46.2% | $80,856-2.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.13% | 134.76%-120.6pp | 418.34%-404.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $7,263 | $3,713+95.6% | $4,933+47.2% | $2,755+163.7% |
| Participant deferral / active EE | $8,590 | $6,644+29.3% | $8,070+6.4% | $4,296+100.0% |
| Admin fee / account holder | $255 | $7,941-96.8% | $12,998-98.0% | $6,918-96.3% |