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 4-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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $47,519 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $13,389 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,615 | $69,477+10.3% | $94,646-19.1% | $71,457+7.2% |
| Participation rate | 77.1% | 78.4%-1.3pp | 80.8%-3.7pp | 67.9%+9.2pp |
| Annual return | 16.71% | 29.66%-13.0pp | 156.71%-140.0pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,003 | $2,853-29.8% | $3,672-45.5% | $2,588-22.6% |
| Participant deferral / active EE | $6,593 | $7,345-10.2% | $7,418-11.1% | $4,289+53.7% |
| Admin fee / account holder | $235 | $1,210-80.6% | $7,231-96.7% | $1,587-85.2% |