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 | $92,224+50.8% | $105,223+32.2% | $79,634+74.6% |
| Participation rate | 84.4% | 69.2%+15.3pp | 75.0%+9.4pp | 62.5%+21.9pp |
| Annual return | 19.52% | 88.65%-69.1pp | 180.65%-161.1pp | 36.46%-16.9pp |
| Employer contribution / active EE | $5,608 | $3,965+41.4% | $3,689+52.0% | $2,529+121.7% |
| Participant deferral / active EE | $10,834 | $3,834+182.6% | $5,072+113.6% | $3,835+182.5% |
| Admin fee / account holder | $315 | $1,121-71.9% | $8,859-96.4% | $1,002-68.6% |