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 MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $30,980 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD. STE 201 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $4,538 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $2,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,578 | $80,724+12.2% | $103,333-12.3% | $74,495+21.6% |
| Participation rate | 96.7% | 65.7%+31.0pp | 74.5%+22.2pp | 67.2%+29.5pp |
| Annual return | 15.54% | 27.56%-12.0pp | 24.88%-9.3pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $5,207 | $3,157+64.9% | $3,868+34.6% | $2,623+98.5% |
| Participant deferral / active EE | $8,784 | $3,860+127.5% | $5,057+73.7% | $4,346+102.1% |
| Admin fee / account holder | $260 | $2,368-89.0% | $8,355-96.9% | $1,942-86.6% |