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 5-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 WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $47,579 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,073 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,264 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,062 | $95,880+45.0% | $107,525+29.3% | $85,563+62.5% |
| Participation rate | 84.4% | 70.1%+14.3pp | 75.1%+9.3pp | 66.0%+18.4pp |
| Annual return | 19.52% | 68.06%-48.5pp | 181.32%-161.8pp | 31.51%-12.0pp |
| Employer contribution / active EE | $5,608 | $3,812+47.1% | $3,754+49.4% | $2,654+111.3% |
| Participant deferral / active EE | $10,834 | $4,201+157.9% | $5,116+111.8% | $4,375+147.6% |
| Admin fee / account holder | $315 | $1,025-69.3% | $8,919-96.5% | $834-62.3% |