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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 99 | Other Fees | $16,759 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 49 · EIN 39-1974154 | Other Services | $4,079 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $83 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 MANAGEMENT COMPANY · MILWAUKEE, WI 53214 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND Service code 64 · EIN 71-0294708 ANNUITY CO. · MILWAUKEE, WI 53214 | Recordkeeping Fees | $0 |
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 | $36,641 | $80,724-54.6% | $103,333-64.5% | $74,495-50.8% |
| Participation rate | 70.2% | 65.7%+4.5pp | 74.5%-4.4pp | 67.2%+3.0pp |
| Annual return | 16.43% | 27.56%-11.1pp | 24.88%-8.5pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $931 | $3,157-70.5% | $3,868-75.9% | $2,623-64.5% |
| Participant deferral / active EE | $3,293 | $3,860-14.7% | $5,057-34.9% | $4,346-24.2% |
| Admin fee / account holder | $321 | $2,368-86.4% | $8,355-96.2% | $1,942-83.5% |