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 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $25,088 |
PREMIER PLAN CONSULTANTS3 years Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 6215 FERRIS SQUARE · SAN DIEGO, CA 92121 | Contract Administrator | $7,795 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,159 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,708 | $58,320-64.5% | $86,436-76.0% | $66,914-69.1% |
| Participation rate | 71.8% | 78.6%-6.8pp | 80.3%-8.5pp | 69.8%+2.0pp |
| Annual return | -16.09% | -9.71%-6.4pp | 4394.89%-4411.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $2,627 | $2,615+0.4% | $3,769-30.3% | $2,544+3.2% |
| Participant deferral / active EE | $2,062 | $6,899-70.1% | $6,952-70.3% | $4,237-51.3% |
| Admin fee / account holder | $135 | $546-75.2% | $6,731-98.0% | $593-77.2% |