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 | $34,386 |
Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 99 · EIN 37-1878965 | Other Fees | $7,408 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,714 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,882 | $81,460+141.7% | $103,333+90.5% | $80,856+143.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.54% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,330 | $3,105+39.5% | $3,868+12.0% | $2,755+57.2% |
| Participant deferral / active EE | $10,729 | $3,869+177.3% | $5,057+112.1% | $4,296+149.8% |
| Admin fee / account holder | $111 | $6,566-98.3% | $8,355-98.7% | $6,918-98.4% |