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, WI 53202 | Advisory (Plan) | $43,158 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $16,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,298 | $58,320+145.7% | $86,436+65.8% | $66,914+114.2% |
| Participation rate | 98.8% | 78.6%+20.2pp | 80.3%+18.4pp | 69.8%+29.0pp |
| Annual return | -16.00% | -9.71%-6.3pp | 4394.89%-4410.9pp | 1.58%-17.6pp |
| Employer contribution / active EE | $4,157 | $2,615+59.0% | $3,769+10.3% | $2,544+63.4% |
| Participant deferral / active EE | $10,115 | $6,899+46.6% | $6,952+45.5% | $4,237+138.7% |
| Admin fee / account holder | $251 | $546-54.1% | $6,731-96.3% | $593-57.7% |