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 10-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 INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $40,791 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,829 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,552 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $7,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,148 | $47,722+5.1% | $82,719-39.4% | $64,808-22.6% |
| Participation rate | 44.4% | 67.6%-23.2pp | 72.6%-28.1pp | 71.5%-27.0pp |
| Annual return | -16.10% | -13.05%-3.0pp | 701.18%-717.3pp | 32.82%-48.9pp |
| Employer contribution / active EE | $747 | $2,179-65.7% | $3,009-75.2% | $2,506-70.2% |
| Participant deferral / active EE | $3,682 | $3,329+10.6% | $4,395-16.2% | $4,310-14.6% |
| Admin fee / account holder | $270 | $143+89.0% | $5,329-94.9% | $188+43.9% |