See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $18,990 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $15,601 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,532 | $60,776-59.6% | $85,682-71.4% | $79,386-69.1% |
| Participation rate | 79.0% | 62.1%+16.9pp | 69.9%+9.2pp | 70.7%+8.3pp |
| Annual return | 13.00% | 16.57%-3.6pp | 21.49%-8.5pp | 116.85%-103.9pp |
| Employer contribution / active EE | $1,667 | $1,663+0.3% | $2,618-36.3% | $2,427-31.3% |
| Participant deferral / active EE | $3,095 | $2,919+6.0% | $3,923-21.1% | $4,046-23.5% |
| Admin fee / account holder | $162 | $438-63.0% | $6,873-97.6% | $626-74.1% |