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 | $27,074 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 49 · EIN 39-1974154 6737 WEST WASHINGTON STREET · MILWAUKEE, WI 53214 | Other Services | $4,750 |
Service code 64 | Recordkeeping Fees | $773 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $141 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 MANAGEMENT COMPANY · MILWAUKEE, WI 53214 | Other Fees | $0 |
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 | $46,047 | $86,944-47.0% | $107,525-57.2% | $74,304-38.0% |
| Participation rate | 67.8% | 59.6%+8.3pp | 75.1%-7.3pp | 60.3%+7.5pp |
| Annual return | 21.92% | 23.52%-1.6pp | 181.32%-159.4pp | 29.43%-7.5pp |
| Employer contribution / active EE | $990 | $2,757-64.1% | $3,754-73.6% | $2,241-55.8% |
| Participant deferral / active EE | $3,181 | $3,554-10.5% | $5,116-37.8% | $3,767-15.6% |
| Admin fee / account holder | $348 | $3,727-90.7% | $8,919-96.1% | $2,969-88.3% |