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 10-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 Service code 16 720 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $50,540 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $38,709 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,415 | $241,101-80.7% | $103,333-55.1% | $199,593-76.7% |
| Participation rate | 52.2% | 78.3%-26.0pp | 74.5%-22.3pp | 72.0%-19.7pp |
| Annual return | 13.62% | 17.80%-4.2pp | 24.88%-11.3pp | 34.25%-20.6pp |
| Employer contribution / active EE | $542 | $4,244-87.2% | $3,868-86.0% | $3,034-82.1% |
| Participant deferral / active EE | $3,012 | $3,958-23.9% | $5,057-40.4% | $5,087-40.8% |
| Admin fee / account holder | $102 | $288-64.7% | $8,355-98.8% | $269-62.2% |