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 4-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 MGT Service code 27 · EIN 39-2018056 | Advisory (Plan) | $39,340 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Recordkeeping and information managem... | $33,879 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,386 | $65,908-56.9% | $81,812-65.3% | $77,643-63.4% |
| Participation rate | 34.5% | 65.8%-31.3pp | 72.3%-37.9pp | 70.6%-36.1pp |
| Annual return | 22.03% | 26.64%-4.6pp | 773.79%-751.8pp | 31.24%-9.2pp |
| Employer contribution / active EE | $1,220 | $2,370-48.5% | $2,912-58.1% | $2,726-55.2% |
| Participant deferral / active EE | $2,392 | $3,505-31.8% | $4,319-44.6% | $4,647-48.5% |
| Admin fee / account holder | $138 | $526-73.7% | $7,386-98.1% | $430-67.9% |