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 | $38,680 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 49 | Other Services | $4,465 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,056 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,564 | $73,933+133.4% | $96,683+78.5% | $75,163+129.6% |
| Participation rate | 97.5% | 66.4%+31.1pp | 74.3%+23.2pp | 67.2%+30.3pp |
| Annual return | 17.84% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,275 | $2,928+46.0% | $3,737+14.4% | $2,670+60.1% |
| Participant deferral / active EE | $11,886 | $3,659+224.9% | $4,878+143.7% | $4,125+188.1% |
| Admin fee / account holder | $33 | $5,216-99.4% | $6,730-99.5% | $5,651-99.4% |