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: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $19,981 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,040 |
Service code 55 5707 SOUTHWEST PKWY · TROY, MI 78735 | Other Commissions | $7,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O 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.
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 | $69,208 | $42,353+63.4% | $79,550-13.0% | $64,808+6.8% |
| Participation rate | 58.6% | 64.8%-6.2pp | 69.5%-10.9pp | 71.5%-12.9pp |
| Annual return | -14.80% | -12.24%-2.6pp | 0.16%-15.0pp | 32.82%-47.6pp |
| Employer contribution / active EE | $1,102 | $1,181-6.6% | $2,413-54.3% | $2,506-56.0% |
| Participant deferral / active EE | $3,911 | $3,170+23.4% | $3,985-1.9% | $4,310-9.3% |
| Admin fee / account holder | $50 | $160-68.7% | $6,832-99.3% | $188-73.4% |