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 · EIN 39-2018056 | Advisory (Plan) | $108,072 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $68,541 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,910 | $82,917+28.9% | $103,333+3.5% | $77,643+37.7% |
| Participation rate | 97.7% | 71.6%+26.1pp | 74.5%+23.1pp | 70.6%+27.1pp |
| Annual return | 14.55% | 19.13%-4.6pp | 24.88%-10.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $5,124 | $3,552+44.3% | $3,868+32.5% | $2,726+88.0% |
| Participant deferral / active EE | $14,869 | $4,108+261.9% | $5,057+194.0% | $4,647+220.0% |
| Admin fee / account holder | $304 | $638-52.3% | $8,355-96.4% | $430-29.3% |