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 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $80,000 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $50,535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,322 | $78,275+12.8% | $109,143-19.1% | $86,799+1.8% |
| Participation rate | 64.8% | 73.8%-9.1pp | 75.9%-11.1pp | 72.3%-7.5pp |
| Annual return | 26.13% | 19.14%+7.0pp | 25.75%+0.4pp | 97.91%-71.8pp |
| Employer contribution / active EE | $1,205 | $3,105-61.2% | $3,722-67.6% | $2,405-49.9% |
| Participant deferral / active EE | $1,830 | $3,641-49.7% | $4,653-60.7% | $4,131-55.7% |
| Admin fee / account holder | $224 | $198+13.0% | $6,752-96.7% | $170+32.3% |