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 WEALTH Service code 99 MGMT CO · MILWAUKEE, WI 53214 | Other Fees | $17,857 |
Filed as: BLUE CHIP RETIREMENT PLANS, INC Service code 99 6737 W WASHINGTON ST · MILWAUKEE, WI 53214 | Other Fees | $5,288 |
Filed as: VOYA RETIREMENT INSURANCE & Service code 64 ANNUITY COMPANY · HARTFORD, MA 06199 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,790 | $64,119-69.1% | $112,228-82.4% | $66,914-70.4% |
| Participation rate | 83.9% | 68.5%+15.4pp | 75.1%+8.8pp | 69.8%+14.1pp |
| Annual return | -16.07% | -13.81%-2.3pp | 27.45%-43.5pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,077 | $3,005-64.2% | $3,635-70.4% | $2,544-57.7% |
| Participant deferral / active EE | $3,143 | $3,693-14.9% | $4,728-33.5% | $4,237-25.8% |
| Admin fee / account holder | $203 | $625-67.6% | $6,410-96.8% | $593-65.8% |