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 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $39,440 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,296 |
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 | $145,874 | $66,813+118.3% | $100,516+45.1% | $73,488+98.5% |
| Participation rate | 97.7% | 77.5%+20.2pp | 79.4%+18.3pp | 70.7%+27.0pp |
| Annual return | 21.53% | 25.70%-4.2pp | 30.89%-9.4pp | 28.51%-7.0pp |
| Employer contribution / active EE | $3,527 | $2,147+64.3% | $3,418+3.2% | $2,270+55.4% |
| Participant deferral / active EE | $8,290 | $5,883+40.9% | $6,270+32.2% | $3,740+121.7% |
| Admin fee / account holder | $242 | $512-52.7% | $8,081-97.0% | $513-52.8% |