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 |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 27 · EIN 39-2018056 | Advisory (Plan) | $31,964 |
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Claims ... | $30,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,745 | $80,724-61.9% | $103,333-70.2% | $74,495-58.7% |
| Participation rate | 97.5% | 65.7%+31.8pp | 74.5%+23.0pp | 67.2%+30.3pp |
| Annual return | 13.93% | 27.56%-13.6pp | 24.88%-11.0pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,266 | $3,157-28.2% | $3,868-41.4% | $2,623-13.6% |
| Participant deferral / active EE | $4,665 | $3,860+20.8% | $5,057-7.8% | $4,346+7.3% |
| Admin fee / account holder | $175 | $2,368-92.6% | $8,355-97.9% | $1,942-91.0% |