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 CO Service code 99 · EIN 39-2018056 | Other Fees | $35,761 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 20975 SWENSON DRIVE, STE 225 · WAUKESHA, WI 53186 | Other Services | $9,278 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,790 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,163 | $64,707+110.4% | $112,228+21.3% | $68,494+98.8% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.1%+23.8pp | 67.9%+31.0pp |
| Annual return | -17.92% | -11.40%-6.5pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $3,935 | $2,746+43.3% | $3,635+8.3% | $2,596+51.6% |
| Participant deferral / active EE | $10,321 | $3,565+189.5% | $4,728+118.3% | $4,027+156.3% |
| Admin fee / account holder | $29 | $5,232-99.4% | $6,410-99.5% | $5,403-99.5% |