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) | $37,375 |
ASCENSUS LLC4 years Service code 13 · EIN 11-3665754 | Contract Administrator | $24,392 |
THE BENEFIT PRACTICE8 years Service code 15 · EIN 13-4144565 | Recordkeeping | $16,550 |
Filed as: DOUGLAS LANE & ASSOCIATES, LLC Service code 50 · EIN 81-0698246 | Direct Payment | $14,801 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 50 1801 CALIFORNIA STREET · DENVER, CO 80202 | Direct Payment | $9,157 |
Filed as: CHARLES SCHWAB & CO. Service code 50 3000 SCHWAB WAY · WESTLAKE, TX 76262 | Direct Payment | $150 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,788 | $106,028+79.0% | $146,958+29.1% | $77,643+144.4% |
| Participation rate | 92.3% | 78.4%+13.9pp | 82.2%+10.1pp | 70.6%+21.7pp |
| Annual return | 16.75% | 56.73%-40.0pp | 418.34%-401.6pp | 31.24%-14.5pp |
| Employer contribution / active EE | $6,927 | $4,063+70.5% | $4,933+40.4% | $2,726+154.1% |
| Participant deferral / active EE | $6,738 | $7,990-15.7% | $8,070-16.5% | $4,647+45.0% |
| Admin fee / account holder | $251 | $337-25.6% | $12,998-98.1% | $430-41.7% |