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 |
|---|---|---|
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $64,088 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $62,578 |
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 | $113,998 | $56,767+100.8% | $101,794+12.0% | $85,563+33.2% |
| Participation rate | 77.3% | 57.6%+19.7pp | 69.2%+8.1pp | 66.0%+11.3pp |
| Annual return | 17.76% | 17.76%0pp | 30.53%-12.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $1,729 | $1,112+55.4% | $2,289-24.5% | $2,654-34.8% |
| Participant deferral / active EE | $6,260 | $2,720+130.1% | $4,084+53.3% | $4,375+43.1% |
| Admin fee / account holder | $158 | $1,098-85.6% | $8,777-98.2% | $834-81.1% |