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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $22,546 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $19,614 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,617 | $42,353-44.2% | $79,550-70.3% | $64,808-63.6% |
| Participation rate | 39.3% | 64.8%-25.4pp | 69.5%-30.2pp | 71.5%-32.1pp |
| Annual return | -17.63% | -12.24%-5.4pp | 0.16%-17.8pp | 32.82%-50.4pp |
| Employer contribution / active EE | $829 | $1,181-29.8% | $2,413-65.7% | $2,506-66.9% |
| Participant deferral / active EE | $1,422 | $3,170-55.1% | $3,985-64.3% | $4,310-67.0% |
| Admin fee / account holder | $225 | $160+41.3% | $6,832-96.7% | $188+20.1% |