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 COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $57,950 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $16,193 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $74,169 | $89,808-17.4% | $100,391-26.1% | $77,643-4.5% |
| Participation rate | 76.8% | 81.2%-4.4pp | 81.5%-4.7pp | 70.6%+6.2pp |
| Annual return | 84.66% | 20.62%+64.0pp | 49.20%+35.5pp | 31.24%+53.4pp |
| Employer contribution / active EE | $1,608 | $3,039-47.1% | $3,942-59.2% | $2,726-41.0% |
| Participant deferral / active EE | $4,998 | $8,284-39.7% | $8,082-38.2% | $4,647+7.5% |
| Admin fee / account holder | $147 | $174-15.9% | $7,899-98.1% | $430-65.9% |