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 Service code 26 611 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Participants) | $35,445 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $26,117 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $14,690 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $6,599 |
THE BENEFIT PRACTICE3 years Service code 15 · EIN 13-4144565 | Recordkeeping | $5,239 |
TD AMERITRADE, INC.3 years Filed as: TD AMERITRADE Service code 50 · EIN 82-0543156 | Direct Payment | $757 |
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,250 | $89,652+44.2% | $141,162-8.4% | $65,185+98.3% |
| Participation rate | 95.7% | 74.7%+21.0pp | 82.5%+13.2pp | 70.2%+25.5pp |
| Annual return | 20.14% | 32.79%-12.7pp | 71.39%-51.3pp | 29.38%-9.2pp |
| Employer contribution / active EE | $7,679 | $3,065+150.6% | $4,735+62.2% | $2,177+252.8% |
| Participant deferral / active EE | $5,669 | $5,691-0.4% | $6,709-15.5% | $3,514+61.3% |
| Admin fee / account holder | $290 | $569-48.9% | $10,261-97.2% | $847-65.7% |