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 GROUP3 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $20,625 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGE Service code 27 · EIN 39-2018056 | Advisory (Plan) | $9,306 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,595 | $67,984-80.0% | $65,493-79.2% | $74,304-81.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 10.93% | 19.87%-8.9pp | 982.45%-971.5pp | 29.43%-18.5pp |
| Employer contribution / active EE | $606 | $2,491-75.7% | $2,574-76.5% | $2,241-73.0% |
| Participant deferral / active EE | $1,937 | $3,346-42.1% | $3,961-51.1% | $3,767-48.6% |
| Admin fee / account holder | $96 | $1,373-93.0% | $5,028-98.1% | $2,969-96.8% |