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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE WI, WI 53202 | Other Commissions | $45,842 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,667 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,156 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $4,593 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,732 | $101,317-23.3% | $146,958-47.1% | $74,495+4.3% |
| Participation rate | 98.1% | 75.5%+22.5pp | 82.2%+15.9pp | 67.2%+30.9pp |
| Annual return | 11.81% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,038 | $3,810-46.5% | $4,933-58.7% | $2,623-22.3% |
| Participant deferral / active EE | $7,971 | $7,303+9.1% | $8,070-1.2% | $4,346+83.4% |
| Admin fee / account holder | $82 | $1,739-95.3% | $12,998-99.4% | $1,942-95.8% |