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) | $33,451 |
CARPENTER MORSE GROUP3 years Service code 13 2170 WEST STATE ROAD 434 SUITE 280 · LONGWOOD, FL 32779 | Contract Administrator | $2,600 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,113 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,554 | $73,867+14.5% | $143,757-41.2% | $68,494+23.4% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -16.55% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,178 | $3,184-31.6% | $4,951-56.0% | $2,596-16.1% |
| Participant deferral / active EE | $3,649 | $3,384+7.8% | $5,637-35.3% | $4,027-9.4% |
| Admin fee / account holder | $217 | $5,755-96.2% | $14,673-98.5% | $5,403-96.0% |