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: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $119,909 |
Filed as: NORTHWESTERN MUTUAL INS SERVICES LL Service code 28 | Investment Management | $71,733 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
Filed as: NORTHWESTERN MUTUAL INVESTMENTS Service code 28 1500 QUAIL STREET · NEWPORT BEACH, CA 92660 | Investment Management | $0 |
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 | $55,999 | $155,795-64.1% | $136,294-58.9% | $69,631-19.6% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 70.7%+27.7pp |
| Annual return | 20.64% | 232464.33%-232443.7pp | 5155.94%-5135.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $1,352 | $2,991-54.8% | $4,695-71.2% | $2,032-33.5% |
| Participant deferral / active EE | $7,438 | $5,394+37.9% | $6,247+19.1% | $3,224+130.7% |
| Admin fee / account holder | $235 | $128+83.3% | $9,243-97.5% | $110+112.9% |