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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,061 |
Filed as: NORTHWESTERN MUTUAL Service code 10 · EIN 39-2018056 | Accounting | $45,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,926 | $56,606-8.3% | $67,834-23.5% | $65,292-20.5% |
| Participation rate | 54.9% | 62.4%-7.5pp | 68.8%-13.9pp | 72.4%-17.5pp |
| Annual return | 7.11% | 16.19%-9.1pp | 138.47%-131.4pp | 11.84%-4.7pp |
| Employer contribution / active EE | $846 | $1,797-52.9% | $2,403-64.8% | $2,302-63.2% |
| Participant deferral / active EE | $2,280 | $2,804-18.7% | $3,160-27.8% | $3,579-36.3% |
| Admin fee / account holder | $18 | $57-68.2% | $4,622-99.6% | $57-68.7% |