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 | $53,301 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,943 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,082 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,097 | $92,055-39.1% | $106,213-47.2% | $77,643-27.8% |
| Participation rate | 94.1% | 81.0%+13.1pp | 75.3%+18.8pp | 70.6%+23.5pp |
| Annual return | 19.32% | 17.91%+1.4pp | 116.14%-96.8pp | 31.24%-11.9pp |
| Employer contribution / active EE | $3,052 | $3,367-9.4% | $3,171-3.8% | $2,726+12.0% |
| Participant deferral / active EE | $5,615 | $5,386+4.3% | $5,016+11.9% | $4,647+20.8% |
| Admin fee / account holder | $50 | $219-77.1% | $11,033-99.5% | $430-88.4% |