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: NORTHWESTERN MUTUAL INVESTMENT S Service code 99 · EIN 11-1000111 | Other Fees | $75,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,623 |
WINDHAM BRANNON6 years Service code 99 · EIN 22-2000222 | Other Fees | $16,000 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,964 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,134 |
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 | $64,483 | $88,480-27.1% | $96,683-33.3% | $80,160-19.6% |
| Participation rate | 97.9% | 79.9%+18.0pp | 74.3%+23.5pp | 72.9%+24.9pp |
| Annual return | 18.35% | 22.53%-4.2pp | 35.69%-17.3pp | 40.38%-22.0pp |
| Employer contribution / active EE | $2,941 | $4,176-29.6% | $3,737-21.3% | $2,978-1.2% |
| Participant deferral / active EE | $7,970 | $3,959+101.3% | $4,878+63.4% | $5,017+58.8% |
| Admin fee / account holder | $84 | $212-60.2% | $6,730-98.7% | $145-41.9% |