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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,923 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $92,999 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,817 | $88,982-39.5% | $102,438-47.5% | $77,671-30.7% |
| Participation rate | 96.2% | 80.9%+15.2pp | 76.5%+19.7pp | 70.6%+25.6pp |
| Annual return | 14.77% | 25.01%-10.2pp | 29.37%-14.6pp | 31.21%-16.4pp |
| Employer contribution / active EE | $3,138 | $2,698+16.3% | $3,024+3.8% | $2,726+15.1% |
| Participant deferral / active EE | $5,498 | $5,144+6.9% | $5,054+8.8% | $4,648+18.3% |
| Admin fee / account holder | $196 | $236-16.8% | $9,448-97.9% | $430-54.5% |