See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $76,650 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $24,736 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 39-0859910 | Accounting | $17,387 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,313 | $88,890-25.4% | $102,423-35.3% | $77,643-14.6% |
| Participation rate | 92.2% | 80.9%+11.3pp | 76.5%+15.7pp | 70.6%+21.6pp |
| Annual return | 51.47% | 24.98%+26.5pp | 29.32%+22.1pp | 31.24%+20.2pp |
| Employer contribution / active EE | $2,795 | $2,698+3.6% | $3,023-7.6% | $2,726+2.5% |
| Participant deferral / active EE | $5,313 | $5,145+3.2% | $5,053+5.1% | $4,647+14.3% |
| Admin fee / account holder | $260 | $235+10.4% | $9,451-97.2% | $430-39.6% |