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 INVESTMENT SER Service code 55 · EIN 52-2114207 | Other Commissions | $35,332 |
CTC MYCFO, LLC1 year Filed as: CTC Service code 10 · EIN 68-0251243 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,319 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,626 | $56,897+110.3% | $84,750+41.2% | $62,891+90.2% |
| Participation rate | 84.0% | 68.5%+15.5pp | 76.6%+7.5pp | 69.3%+14.7pp |
| Annual return | 8.38% | 6.30%+2.1pp | 22.78%-14.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,558 | $2,400+6.6% | $3,574-28.4% | $2,281+12.1% |
| Participant deferral / active EE | $9,217 | $2,709+240.2% | $3,712+148.3% | $3,203+187.8% |
| Admin fee / account holder | $68 | $3,581-98.1% | $5,332-98.7% | $4,296-98.4% |