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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $24,510 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $19,630 |
VRAKAS S.C.1 year Service code 10 · EIN 39-1453055 | Accounting | $9,401 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,998 | $68,346+81.4% | $94,646+31.0% | $75,163+65.0% |
| Participation rate | 93.8% | 76.1%+17.6pp | 80.8%+12.9pp | 67.2%+26.6pp |
| Annual return | 15.24% | 616.93%-601.7pp | 156.71%-141.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,944 | $2,701+9.0% | $3,672-19.8% | $2,670+10.3% |
| Participant deferral / active EE | $15,662 | $6,537+139.6% | $7,418+111.1% | $4,125+279.7% |
| Admin fee / account holder | $505 | $5,326-90.5% | $7,231-93.0% | $5,651-91.1% |