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 INVESTMT SVC Service code 22 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Insurance Broker | $26,042 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $19,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,262 | $76,050+114.7% | $96,544+69.1% | $71,457+128.5% |
| Participation rate | 97.0% | 74.4%+22.6pp | 76.0%+21.0pp | 67.9%+29.1pp |
| Annual return | 15.28% | 22.81%-7.5pp | 25.84%-10.6pp | 28.85%-13.6pp |
| Employer contribution / active EE | $6,283 | $2,244+180.0% | $2,965+111.9% | $2,588+142.8% |
| Participant deferral / active EE | $5,877 | $4,215+39.4% | $4,851+21.2% | $4,289+37.0% |
| Admin fee / account holder | $406 | $2,707-85.0% | $8,252-95.1% | $1,587-74.4% |