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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE MILWAUKEE WI · MILWAUKEE, WI 53202 | Advisory (Plan) | $998 |
BENEFIT PLANNING CONSULTANTS1 year Filed as: BENEFIT PLANNING CONSULTANTS INC Service code 13 PO BOX 7500 · CHAMPAIGN, IL 618267500 | Contract Administrator | $225 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,814 | $54,350+43.2% | $82,719-5.9% | $68,494+13.6% |
| Participation rate | 51.6% | 63.9%-12.3pp | 72.6%-20.9pp | 67.9%-16.2pp |
| Annual return | -15.97% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,709 | $3,246-16.5% | $4,395-38.4% | $4,027-32.7% |
| Admin fee / account holder | $63 | $4,395-98.6% | $5,329-98.8% | $5,403-98.8% |