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 26 · EIN 71-0294708 | Advisory (Participants) | $125,088 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT S Service code 99 · EIN 11-1000111 | Other Fees | $75,000 |
WINDHAM BRANNON5 years Service code 99 · EIN 22-2000222 | Other Fees | $14,750 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,178 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,173 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,144 | $76,774-28.2% | $112,228-50.9% | $77,904-29.2% |
| Participation rate | 97.3% | 80.2%+17.1pp | 75.1%+22.2pp | 73.7%+23.6pp |
| Annual return | -17.24% | -10.25%-7.0pp | 27.45%-44.7pp | 12.21%-29.4pp |
| Employer contribution / active EE | $2,980 | $3,977-25.1% | $3,635-18.0% | $2,848+4.6% |
| Participant deferral / active EE | $7,965 | $3,778+110.8% | $4,728+68.5% | $4,806+65.7% |
| Admin fee / account holder | $89 | $239-62.9% | $6,410-98.6% | $133-33.1% |