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) | $79,999 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $46,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $72,310 | $82,917-12.8% | $103,333-30.0% | $77,643-6.9% |
| Participation rate | 54.7% | 71.6%-16.9pp | 74.5%-19.8pp | 70.6%-15.9pp |
| Annual return | 26.51% | 19.13%+7.4pp | 24.88%+1.6pp | 31.24%-4.7pp |
| Employer contribution / active EE | $613 | $3,552-82.7% | $3,868-84.2% | $2,726-77.5% |
| Participant deferral / active EE | $2,038 | $4,108-50.4% | $5,057-59.7% | $4,647-56.2% |
| Admin fee / account holder | $278 | $638-56.4% | $8,355-96.7% | $430-35.4% |