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 13 · EIN 42-0127290 | Contract Administrator | $109,575 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $59,971 |
CREATIVE PLANNING LLC3 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $15,917 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,369 | $128,899+60.1% | $113,168+82.4% | $102,872+100.6% |
| Participation rate | 98.8% | 87.0%+11.7pp | 76.6%+22.2pp | 73.0%+25.7pp |
| Annual return | 14.43% | 15.88%-1.5pp | 24.27%-9.8pp | 19.06%-4.6pp |
| Employer contribution / active EE | $9,364 | $3,713+152.2% | $2,975+214.7% | $3,526+165.5% |
| Participant deferral / active EE | $5,357 | $6,787-21.1% | $5,107+4.9% | $5,535-3.2% |
| Admin fee / account holder | $137 | $129+6.0% | $12,068-98.9% | $292-53.1% |