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 | $22,649 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $17,797 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,579 | $77,503+58.2% | $100,391+22.1% | $80,856+51.6% |
| Participation rate | 82.4% | 76.9%+5.4pp | 81.5%+0.9pp | 67.6%+14.7pp |
| Annual return | 11.27% | 37.20%-25.9pp | 49.20%-37.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,448 | $2,801+23.1% | $3,942-12.5% | $2,755+25.1% |
| Participant deferral / active EE | $13,280 | $6,820+94.7% | $8,082+64.3% | $4,296+209.2% |
| Admin fee / account holder | $422 | $5,897-92.8% | $7,899-94.7% | $6,918-93.9% |