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 9-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 Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $16,820 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,167 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $836 |
Filed as: SAN DIEGO PENSION CONSULTANTS INC Service code 13 5628 COPLEY DR · SAN DIEGO, CA 92111 | Contract Administrator | $345 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $55,312 | $66,813-17.2% | $100,516-45.0% | $73,488-24.7% |
| Participation rate | 46.0% | 77.5%-31.5pp | 79.4%-33.4pp | 70.7%-24.7pp |
| Annual return | 14.18% | 25.70%-11.5pp | 30.89%-16.7pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,445 | $2,147-32.7% | $3,418-57.7% | $2,270-36.4% |
| Participant deferral / active EE | $2,277 | $5,883-61.3% | $6,270-63.7% | $3,740-39.1% |
| Admin fee / account holder | $261 | $512-49.0% | $8,081-96.8% | $513-49.1% |