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 | $30,806 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,626 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $76,772 | $53,165+44.4% | $86,188-10.9% | $74,419+3.2% |
| Participation rate | 56.4% | 64.9%-8.5pp | 69.0%-12.6pp | 70.7%-14.3pp |
| Annual return | 13.82% | 22.64%-8.8pp | 1168.45%-1154.6pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,011 | $1,210-16.4% | $2,380-57.5% | $2,637-61.7% |
| Participant deferral / active EE | $3,554 | $3,234+9.9% | $3,985-10.8% | $4,528-21.5% |
| Admin fee / account holder | $55 | $551-90.0% | $6,852-99.2% | $348-84.1% |