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 | $30,488 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $22,357 |
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 | $197,960 | $95,803+106.6% | $113,168+74.9% | $84,808+133.4% |
| Participation rate | 96.8% | 72.9%+23.9pp | 76.6%+20.2pp | 68.3%+28.5pp |
| Annual return | 16.04% | 25.00%-9.0pp | 24.27%-8.2pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,212 | $2,360+36.1% | $2,975+8.0% | $2,631+22.1% |
| Participant deferral / active EE | $6,322 | $4,242+49.0% | $5,107+23.8% | $4,212+50.1% |
| Admin fee / account holder | $503 | $8,989-94.4% | $12,068-95.8% | $7,344-93.1% |