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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $47,980 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $23,055 |
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,475 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,918 | $92,055-25.1% | $106,213-35.1% | $77,643-11.2% |
| Participation rate | 90.0% | 81.0%+9.0pp | 75.3%+14.7pp | 70.6%+19.5pp |
| Annual return | 17.86% | 17.91%0pp | 116.14%-98.3pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,465 | $3,367-56.5% | $3,171-53.8% | $2,726-46.3% |
| Participant deferral / active EE | $5,015 | $5,386-6.9% | $5,0160% | $4,647+7.9% |
| Admin fee / account holder | $200 | $219-8.5% | $11,033-98.2% | $430-53.4% |