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 | $53,964 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $34,338 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,180 |
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 | $79,641 | $104,919-24.1% | $116,228-31.5% | $85,563-6.9% |
| Participation rate | 91.0% | 78.6%+12.4pp | 74.6%+16.4pp | 66.0%+25.0pp |
| Annual return | 17.48% | 15.38%+2.1pp | 90.06%-72.6pp | 31.51%-14.0pp |
| Employer contribution / active EE | $1,723 | $3,485-50.6% | $2,994-42.5% | $2,654-35.1% |
| Participant deferral / active EE | $5,851 | $5,306+10.3% | $4,953+18.1% | $4,375+33.7% |
| Admin fee / account holder | $240 | $429-44.1% | $11,989-98.0% | $834-71.3% |