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 9-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 GROUP2 years Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $16,503 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 27 · EIN 39-2018056 | Advisory (Plan) | $7,582 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,555 | $69,763-79.1% | $67,502-78.4% | $74,495-80.5% |
| Participation rate | 93.3% | 71.4%+22.0pp | 72.9%+20.5pp | 67.2%+26.1pp |
| Annual return | 12.82% | -40.34%+53.2pp | 3512.12%-3499.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $723 | $2,704-73.3% | $2,731-73.5% | $2,623-72.4% |
| Participant deferral / active EE | $1,969 | $3,636-45.8% | $4,000-50.8% | $4,346-54.7% |
| Admin fee / account holder | $96 | $896-89.3% | $3,998-97.6% | $1,942-95.1% |