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 9-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: NORTHWEST MUTUAL WEALTH MANAGEMENT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $0 |
STANCORP FINANCIAL GROUP4 years Service code 12 · EIN 93-1253576 | Claims processing; Direct payment fro... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,094 | $50,982-25.3% | $154,803-75.4% | $85,563-55.5% |
| Participation rate | 92.0% | 59.8%+32.2pp | 78.1%+13.9pp | 66.0%+26.1pp |
| Annual return | 21.69% | 30.35%-8.7pp | 58.88%-37.2pp | 31.51%-9.8pp |
| Employer contribution / active EE | $1,564 | $1,708-8.4% | $4,305-63.7% | $2,654-41.1% |
| Participant deferral / active EE | $3,922 | $2,474+58.5% | $5,540-29.2% | $4,375-10.4% |
| Admin fee / account holder | $204 | $846-75.8% | $14,329-98.6% | $834-75.5% |