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 |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Service code 49 · EIN 52-2114207 | Other Services | $22,025 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,657 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,587 | $87,870+40.6% | $113,168+9.2% | $74,304+66.3% |
| Participation rate | 99.3% | 70.7%+28.5pp | 76.6%+22.7pp | 60.3%+38.9pp |
| Annual return | 15.23% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $2,647 | $2,277+16.2% | $2,975-11.0% | $2,241+18.1% |
| Participant deferral / active EE | $8,646 | $4,241+103.9% | $5,107+69.3% | $3,767+129.5% |
| Admin fee / account holder | $37 | $3,368-98.9% | $12,068-99.7% | $2,969-98.8% |