Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $53,301 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,943 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,082 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,097 | $92,090-39.1% | $106,201-47.2% | $77,671-27.8% |
| Participation rate | 94.1% | 81.0%+13.1pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 19.32% | 17.89%+1.4pp | 116.26%-96.9pp | 31.21%-11.9pp |
| Employer contribution / active EE | $3,052 | $3,368-9.4% | $3,170-3.7% | $2,726+11.9% |
| Participant deferral / active EE | $5,615 | $5,386+4.2% | $5,012+12.0% | $4,648+20.8% |
| Admin fee / account holder | $50 | $219-77.1% | $11,039-99.5% | $430-88.4% |