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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $14,111 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,012 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,568 | $55,636-61.2% | $81,983-73.7% | $73,488-70.7% |
| Participation rate | 73.1% | 62.3%+10.8pp | 69.2%+3.8pp | 70.7%+2.4pp |
| Annual return | 16.18% | 19.07%-2.9pp | 41.31%-25.1pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,582 | $1,625-2.6% | $2,498-36.7% | $2,270-30.3% |
| Participant deferral / active EE | $2,544 | $2,762-7.9% | $3,722-31.6% | $3,740-32.0% |
| Admin fee / account holder | $129 | $493-73.8% | $5,664-97.7% | $513-74.9% |