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) | $34,500 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $26,741 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $15,503 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $14,946 |
THE BENEFIT PRACTICE4 years Service code 15 · EIN 13-4144565 | Recordkeeping | $11,800 |
TD AMERITRADE, INC.4 years Filed as: TD AMERITRADE Service code 50 · EIN 82-0543156 | Direct Payment | $613 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $154,219 | $100,801+53.0% | $149,696+3.0% | $73,409+110.1% |
| Participation rate | 93.6% | 77.7%+15.9pp | 82.5%+11.1pp | 72.2%+21.4pp |
| Annual return | 17.43% | 265.34%-247.9pp | 276.60%-259.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $6,597 | $3,312+99.2% | $4,644+42.0% | $2,234+195.3% |
| Participant deferral / active EE | $4,620 | $6,404-27.9% | $6,842-32.5% | $3,805+21.4% |
| Admin fee / account holder | $329 | $181+82.2% | $9,309-96.5% | $158+108.7% |