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 MANAGEME Service code 99 · EIN 39-2018056 | Other Fees | $38,827 |
METRO BENEFITS, INC.2 years Service code 99 · EIN 25-1541083 | Other Fees | $10,200 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH AND KING LLC Service code 99 · EIN 34-1897225 | Other Fees | $7,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,068 | $79,171+17.6% | $102,423-9.1% | $74,495+24.9% |
| Participation rate | 97.5% | 74.8%+22.7pp | 76.5%+21.1pp | 67.2%+30.3pp |
| Annual return | 14.49% | 54.93%-40.4pp | 29.32%-14.8pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $5,790 | $2,362+145.1% | $3,023+91.5% | $2,623+120.7% |
| Participant deferral / active EE | $2,427 | $4,415-45.0% | $5,053-52.0% | $4,346-44.2% |
| Admin fee / account holder | $249 | $2,001-87.5% | $9,451-97.4% | $1,942-87.2% |