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) | $41,300 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $15,237 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,595 | $69,477+134.0% | $94,646+71.8% | $71,457+127.5% |
| Participation rate | 81.7% | 78.4%+3.2pp | 80.8%+0.8pp | 67.9%+13.7pp |
| Annual return | 15.92% | 29.66%-13.7pp | 156.71%-140.8pp | 28.85%-12.9pp |
| Employer contribution / active EE | $4,207 | $2,853+47.4% | $3,672+14.6% | $2,588+62.6% |
| Participant deferral / active EE | $9,826 | $7,345+33.8% | $7,418+32.5% | $4,289+129.1% |
| Admin fee / account holder | $238 | $1,210-80.4% | $7,231-96.7% | $1,587-85.0% |