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 Service code 16 · EIN 39-2018056 | Consulting | $60,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,403 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $4,168 |
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 | $58,208 | $62,111-6.3% | $71,671-18.8% | $177,276-67.2% |
| Participation rate | 52.8% | 69.4%-16.6pp | 68.7%-15.9pp | 74.8%-22.0pp |
| Annual return | 18.84% | 17.83%+1.0pp | 20.65%-1.8pp | 21.25%-2.4pp |
| Employer contribution / active EE | $853 | $2,059-58.6% | $2,460-65.3% | $2,479-65.6% |
| Participant deferral / active EE | $2,340 | $2,943-20.5% | $3,438-31.9% | $3,881-39.7% |
| Admin fee / account holder | $18 | $66-72.5% | $5,558-99.7% | $154-88.1% |