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 15 · EIN 36-4389114 | Recordkeeping | $4,315 |
Filed as: NORTHWESTERN MUTUAL Service code 27 ONE NORTH WACKER · CHICAGO, IL 60606 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,524 | $59,535-11.8% | $90,160-41.7% | $62,292-15.7% |
| Participation rate | 55.9% | 73.0%-17.1pp | 76.9%-21.0pp | 69.5%-13.6pp |
| Annual return | 22.32% | 23.53%-1.2pp | 34.88%-12.6pp | 28.90%-6.6pp |
| Employer contribution / active EE | $902 | $1,826-50.6% | $3,318-72.8% | $2,042-55.8% |
| Participant deferral / active EE | $4,746 | $4,639+2.3% | $5,288-10.2% | $3,169+49.7% |
| Admin fee / account holder | $29 | $337-91.3% | $5,943-99.5% | $479-93.9% |