See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $32,488 |
Filed as: NORTHWESTERN MUTUAL INVESTEMENT Service code 22 | Insurance Broker | $14,859 |
GBQ PARTNERS3 years Filed as: GBQ PARTNERS LLC Service code 10 · EIN 20-2122306 | Accounting | $7,028 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 15 · EIN 31-1299207 | Recordkeeping | $5,848 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $540 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,965 | $72,254-73.8% | $86,677-78.1% | $64,808-70.7% |
| Participation rate | 42.8% | 80.4%-37.6pp | 76.6%-33.8pp | 71.5%-28.7pp |
| Annual return | -13.00% | 392.42%-405.4pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $1,060 | $2,393-55.7% | $2,836-62.6% | $2,506-57.7% |
| Participant deferral / active EE | $1,829 | $4,658-60.7% | $4,656-60.7% | $4,310-57.6% |
| Admin fee / account holder | $261 | $174+50.0% | $7,493-96.5% | $188+38.9% |