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 9-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 MANAGEMN Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,285 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Custodial (other than securities); Di... | $12,012 |
HILL WARD HENDERSON1 year Filed as: HILL, BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $7,501 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,725 | $72,137-64.3% | $142,449-81.9% | $71,457-64.0% |
| Participation rate | 71.3% | 71.7%-0.4pp | 76.8%-5.5pp | 67.9%+3.4pp |
| Annual return | 17.55% | 21.15%-3.6pp | 19.99%-2.4pp | 28.85%-11.3pp |
| Employer contribution / active EE | $4,841 | $3,793+27.6% | $4,847-0.1% | $2,588+87.1% |
| Participant deferral / active EE | $6,056 | $5,280+14.7% | $6,283-3.6% | $4,289+41.2% |
| Admin fee / account holder | $186 | $1,433-87.0% | $10,011-98.1% | $1,587-88.3% |