See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SINGER & LUSARDI, CPAS1 year Service code 10 · EIN 04-2138493 370 MAIN STREET SUITE 925 · WORCESTER, MA 01608 | Accounting | $24,594 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $11,866 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $8,007 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,941 | $65,435+9.9% | $86,677-17.0% | $66,914+7.5% |
| Participation rate | 90.6% | 75.5%+15.1pp | 76.6%+14.0pp | 69.8%+20.7pp |
| Annual return | -16.34% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,113 | $2,153-48.3% | $2,836-60.8% | $2,544-56.3% |
| Participant deferral / active EE | $3,845 | $4,100-6.2% | $4,656-17.4% | $4,237-9.2% |
| Admin fee / account holder | $283 | $642-55.9% | $7,493-96.2% | $593-52.3% |