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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $22,101 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $18,539 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,356 | $63,442-58.5% | $68,791-61.7% | $66,914-60.6% |
| Participation rate | 74.9% | 60.0%+14.9pp | 69.0%+5.9pp | 69.8%+5.1pp |
| Annual return | -14.89% | -8.29%-6.6pp | -6.38%-8.5pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,759 | $1,775-0.9% | $2,655-33.8% | $2,544-30.9% |
| Participant deferral / active EE | $3,732 | $2,945+26.7% | $3,941-5.3% | $4,237-11.9% |
| Admin fee / account holder | $194 | $577-66.5% | $4,932-96.1% | $593-67.4% |