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 WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $67,057 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,676 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,790 | $96,484+0.3% | $156,263-38.1% | $74,304+30.3% |
| Participation rate | 89.6% | 67.7%+22.0pp | 78.9%+10.7pp | 60.3%+29.3pp |
| Annual return | 17.62% | 17.73%-0.1pp | 59.47%-41.8pp | 29.43%-11.8pp |
| Employer contribution / active EE | $2,300 | $2,528-9.0% | $4,333-46.9% | $2,241+2.6% |
| Participant deferral / active EE | $7,283 | $4,286+69.9% | $6,158+18.3% | $3,767+93.3% |
| Admin fee / account holder | $418 | $3,728-88.8% | $14,255-97.1% | $2,969-85.9% |