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 10-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: MERRILL LYNCH Service code 27 1400 AMERICAN BLVD, BLDG # 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $59,317 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 28 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,472 |
CARNOW AND ASSOCIATES, LTD.9 years Service code 13 | Contract Administrator | $10,000 |
CARNOW AND ASSOCIATES, LTD.7 years Filed as: CARNOW AND ASSOCIATED LTD Service code 13 2201 WAUKEGAN ROAD STE 150 · NORTHFIELD, IL 60093 | Contract Administrator | $1,350 |
Filed as: NORTHWESTERN MUTUAL INV SVCS Service code 55 720 E. WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,874 | $100,923+82.2% | $150,045+22.5% | $74,304+147.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.3%+17.7pp | 60.3%+39.7pp |
| Annual return | 16.80% | 51.77%-35.0pp | 62.55%-45.7pp | 29.43%-12.6pp |
| Employer contribution / active EE | $9,462 | $3,463+173.2% | $4,693+101.6% | $2,241+322.2% |
| Participant deferral / active EE | $9,736 | $6,709+45.1% | $7,997+21.7% | $3,767+158.4% |
| Admin fee / account holder | $576 | $2,767-79.2% | $13,435-95.7% | $2,969-80.6% |