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: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $113,602 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $106,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,917 | $98,727-38.3% | $113,168-46.2% | $85,563-28.8% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.5pp | 66.0%+31.1pp |
| Annual return | 17.03% | 17.43%-0.4pp | 24.27%-7.2pp | 31.51%-14.5pp |
| Employer contribution / active EE | $3,133 | $2,907+7.8% | $2,975+5.3% | $2,654+18.1% |
| Participant deferral / active EE | $5,406 | $5,424-0.3% | $5,107+5.9% | $4,375+23.6% |
| Admin fee / account holder | $225 | $357-36.9% | $12,068-98.1% | $834-73.0% |