See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $32,859 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,482 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,081 |
ASCENSUS LLC3+ years Filed as: FUTUREPLAN BY ASCENSUS - BPC Service code 13 PO BOX 56018 · BOSTON, MA 02205 | Contract Administrator | $750 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS-BPC Service code 13 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,441 | $122,239-48.9% | $184,203-66.1% | $74,495-16.2% |
| Participation rate | 78.0% | 85.5%-7.5pp | 86.8%-8.8pp | 67.2%+10.8pp |
| Annual return | 26.08% | 19.95%+6.1pp | 28.81%-2.7pp | 1364.94%-1338.9pp |
| Employer contribution / active EE | $2,584 | $4,537-43.1% | $6,427-59.8% | $2,623-1.5% |
| Participant deferral / active EE | $11,277 | $7,139+58.0% | $9,131+23.5% | $4,346+159.5% |
| Admin fee / account holder | $406 | $1,260-67.8% | $13,901-97.1% | $1,942-79.1% |