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 GROUP6 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $38,105 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGEME Service code 27 · EIN 39-2018056 | Advisory (Plan) | $37,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,711 | $57,831+3.3% | $82,389-27.5% | $85,563-30.2% |
| Participation rate | 50.8% | 55.0%-4.2pp | 69.5%-18.8pp | 66.0%-15.2pp |
| Annual return | 14.06% | 17.86%-3.8pp | 28.67%-14.6pp | 31.51%-17.5pp |
| Employer contribution / active EE | $1,487 | $1,643-9.5% | $2,517-40.9% | $2,654-44.0% |
| Participant deferral / active EE | $4,079 | $3,118+30.8% | $4,155-1.8% | $4,375-6.8% |
| Admin fee / account holder | $360 | $1,391-74.1% | $7,231-95.0% | $834-56.9% |