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 · EIN 39-2018056 | Advisory (Plan) | $74,176 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $29,925 |
CAMPBELL TAYLOR WASHBURN4 years Service code 10 · EIN 68-0251243 | Accounting | $16,000 |
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 | $234,956 | $80,724+191.1% | $103,333+127.4% | $74,495+215.4% |
| Participation rate | 88.7% | 65.7%+23.0pp | 74.5%+14.2pp | 67.2%+21.5pp |
| Annual return | 15.61% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $5,654 | $3,157+79.1% | $3,868+46.2% | $2,623+115.6% |
| Participant deferral / active EE | $16,438 | $3,860+325.8% | $5,057+225.0% | $4,346+278.2% |
| Admin fee / account holder | $688 | $2,368-70.9% | $8,355-91.8% | $1,942-64.6% |