See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 27 611 EAST WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $43,723 |
CARPENTER MORSE GROUP5 years Service code 13 2170 WEST STATE ROAD 434 SUITE 280 · LONGWOOD, FL 32779 | Contract Administrator | $2,867 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,088 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,471 | $55,415+59.7% | $155,509-43.1% | $74,495+18.8% |
| Participation rate | 55.8% | 61.9%-6.1pp | 78.2%-22.4pp | 67.2%-11.4pp |
| Annual return | 18.75% | 268.50%-249.7pp | 64.67%-45.9pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $1,829 | $2,267-19.3% | $4,672-60.9% | $2,623-30.3% |
| Participant deferral / active EE | $3,514 | $2,836+23.9% | $5,626-37.5% | $4,346-19.1% |
| Admin fee / account holder | $207 | $1,738-88.1% | $15,912-98.7% | $1,942-89.3% |