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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.
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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) | $27,328 |
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $13,979 |
METRO BENEFITS, INC.1 year Service code 64 · EIN 25-1541083 | Recordkeeping Fees | $8,873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,748 | $79,700-52.6% | $153,485-75.4% | $74,495-49.3% |
| Participation rate | 68.7% | 69.8%-1.1pp | 77.1%-8.4pp | 67.2%+1.5pp |
| Annual return | 12.95% | 15.07%-2.1pp | 15.65%-2.7pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,841 | $4,016-4.4% | $5,039-23.8% | $2,623+46.4% |
| Participant deferral / active EE | $6,597 | $5,315+24.1% | $6,757-2.4% | $4,346+51.8% |
| Admin fee / account holder | $355 | $1,790-80.2% | $12,724-97.2% | $1,942-81.7% |