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 27 611 E WISCONSIN AVE · MILWAUKEE, WA 53202 | Advisory (Plan) | $25,872 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,800 |
CBIZ RETIREMENT PLAN SERVICES5+ years Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 27 PO BOX 643792 · CINCINNATI, OH 45226 | Advisory (Plan) | $7,676 |
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 | $116,678 | $58,655+98.9% | $91,989+26.8% | $65,185+79.0% |
| Participation rate | 96.4% | 75.3%+21.1pp | 78.6%+17.7pp | 70.2%+26.2pp |
| Annual return | 22.08% | 33.92%-11.8pp | 69.02%-46.9pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,530 | $2,080+69.7% | $3,452+2.3% | $2,177+62.2% |
| Participant deferral / active EE | $8,476 | $5,474+54.8% | $5,923+43.1% | $3,514+141.2% |
| Admin fee / account holder | $217 | $434-49.9% | $7,743-97.2% | $847-74.3% |