Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 | Direct payment from the plan; Custodi... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,094 | $46,464-18.0% | $150,298-74.7% | $79,634-52.2% |
| Participation rate | 92.0% | 57.0%+35.1pp | 77.8%+14.3pp | 62.5%+29.5pp |
| Annual return | 21.69% | 27.89%-6.2pp | 62.79%-41.1pp | 36.46%-14.8pp |
| Employer contribution / active EE | $1,564 | $1,512+3.5% | $4,154-62.3% | $2,529-38.2% |
| Participant deferral / active EE | $3,922 | $2,157+81.8% | $5,453-28.1% | $3,835+2.3% |
| Admin fee / account holder | $204 | $891-77.1% | $14,116-98.6% | $1,002-79.6% |