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 INVESTMENT Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $29,654 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $11,597 |
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 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 | $126,594 | $91,407+38.5% | $135,903-6.8% | $71,457+77.2% |
| Participation rate | 86.8% | 75.7%+11.2pp | 81.9%+4.9pp | 67.9%+18.9pp |
| Annual return | 21.77% | 29.90%-8.1pp | 68.23%-46.5pp | 28.85%-7.1pp |
| Employer contribution / active EE | $6,346 | $3,703+71.3% | $4,856+30.7% | $2,588+145.2% |
| Participant deferral / active EE | $6,134 | $7,092-13.5% | $7,758-20.9% | $4,289+43.0% |
| Admin fee / account holder | $473 | $1,266-62.7% | $10,762-95.6% | $1,587-70.2% |