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 25 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Directed Trustee | $80,000 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $46,654 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,218 | $106,236-40.5% | $112,228-43.7% | $64,808-2.5% |
| Participation rate | 59.2% | 71.7%-12.5pp | 75.1%-15.9pp | 71.5%-12.3pp |
| Annual return | -16.27% | -6.02%-10.2pp | 27.45%-43.7pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,127 | $3,166-64.4% | $3,635-69.0% | $2,506-55.0% |
| Participant deferral / active EE | $1,728 | $3,785-54.3% | $4,728-63.4% | $4,310-59.9% |
| Admin fee / account holder | $226 | $452-49.9% | $6,410-96.5% | $188+20.4% |