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 · EIN 52-2114207 720 E. WISCONSIN AVE · MILWAUKEE, WI 532024797 | Insurance Broker | $27,732 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $20,336 |
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 | $181,783 | $86,929+109.1% | $102,423+77.5% | $80,856+124.8% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 12.02% | 18.88%-6.9pp | 29.32%-17.3pp | 35.59%-23.6pp |
| Employer contribution / active EE | $7,697 | $2,369+224.9% | $3,023+154.6% | $2,755+179.4% |
| Participant deferral / active EE | $6,245 | $4,118+51.6% | $5,053+23.6% | $4,296+45.4% |
| Admin fee / account holder | $452 | $8,049-94.4% | $9,451-95.2% | $6,918-93.5% |