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 INVESTMENT SVCS Service code 55 720 E. WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $30,972 |
Filed as: GREAT WEST LIFE & ANNUITY INS CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,154 |
METRO BENEFITS, INC.1+ years Service code 13 8150 PERRY HIGHWAY · PITTSBURGH, PA 15237 | Contract Administrator | $9,941 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,128 | $72,770-66.8% | $67,652-64.3% | $55,191-56.3% |
| Participation rate | 88.9% | 78.8%+10.2pp | 75.7%+13.3pp | 69.2%+19.8pp |
| Annual return | 6.15% | -3.26%+9.4pp | 6625.04%-6618.9pp | 10.78%-4.6pp |
| Employer contribution / active EE | $898 | $1,769-49.3% | $2,266-60.4% | $1,899-52.7% |
| Participant deferral / active EE | $1,722 | $3,408-49.5% | $3,560-51.6% | $3,046-43.5% |
| Admin fee / account holder | $40 | $79-49.8% | $4,821-99.2% | $91-56.4% |