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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $136,271 |
Service code 27 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $51,994 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 99 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Fees | $1,810 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,819 | $95,274-62.4% | $135,903-73.6% | $74,419-51.9% |
| Participation rate | 98.1% | 78.2%+19.9pp | 81.9%+16.2pp | 70.7%+27.4pp |
| Annual return | 61.41% | 32.77%+28.6pp | 68.23%-6.8pp | 34.38%+27.0pp |
| Employer contribution / active EE | $2,811 | $3,874-27.4% | $4,856-42.1% | $2,637+6.6% |
| Participant deferral / active EE | $8,515 | $7,782+9.4% | $7,758+9.8% | $4,528+88.0% |
| Admin fee / account holder | $166 | $266-37.7% | $10,762-98.5% | $348-52.4% |