Filed January 23, 2025 (most recent of 3 filings on file)
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 FINANCIAL NETWO Service code 27 32 PARKWAY COMMONS WAY · GREER, SC 29650 | Advisory (Plan) | $40,998 |
UNIFIED TRUST COMPANY, N.A.8+ years Filed as: UNIFIED TRUST COMPANY NA Service code 15 · EIN 61-1381380 | Recordkeeping | $15,847 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 | Plan Administrator | $2,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,127 | $130,194-28.5% | $169,993-45.2% | $71,457+30.3% |
| Participation rate | 97.5% | 86.1%+11.4pp | 87.0%+10.5pp | 67.9%+29.6pp |
| Annual return | 17.67% | 20.37%-2.7pp | 53.37%-35.7pp | 28.85%-11.2pp |
| Employer contribution / active EE | $5,186 | $4,381+18.4% | $6,785-23.6% | $2,588+100.4% |
| Participant deferral / active EE | $5,513 | $6,923-20.4% | $10,408-47.0% | $4,289+28.5% |
| Admin fee / account holder | $276 | $966-71.4% | $12,815-97.8% | $1,587-82.6% |