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 10-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 |
|---|---|---|
EAGLESTONE WEALTH MANAGEMENT9+ years Service code 22 11 NORTH WASHINGTON ST · ROCKVILLE, MD 20850 | Insurance Broker | $24,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,375 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $7,174 |
Service code 15 · EIN 62-1038805 | Recordkeeping | $3,037 |
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 | $67,623 | $76,670-11.8% | $96,683-30.1% | $71,457-5.4% |
| Participation rate | 48.4% | 66.6%-18.2pp | 74.3%-25.9pp | 67.9%-19.5pp |
| Annual return | 17.52% | 48.29%-30.8pp | 35.69%-18.2pp | 28.85%-11.3pp |
| Employer contribution / active EE | $1,650 | $3,031-45.6% | $3,737-55.8% | $2,588-36.2% |
| Participant deferral / active EE | $3,786 | $3,771+0.4% | $4,878-22.4% | $4,289-11.7% |
| Admin fee / account holder | $451 | $2,028-77.8% | $6,730-93.3% | $1,587-71.6% |