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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $19,819 |
Filed as: NORTHWESTERN MUTUAL WEALTH MANAGMEN Service code 99 | Other Fees | $17,712 |
Filed as: BLUE CHIP RETIREMENT PLANS INC. Service code 99 · EIN 39-1974154 | Other Fees | $1,400 |
Filed as: NORTHWESTERN MUTUAL WEALTH Service code 99 · EIN 39-2018056 MANAGEMENT COMPANY · MILWAUKEE, WI 53214 | Other Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,579 | $76,670-70.5% | $96,683-76.6% | $71,457-68.4% |
| Participation rate | 78.6% | 66.6%+12.0pp | 74.3%+4.3pp | 67.9%+10.7pp |
| Annual return | 18.10% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $978 | $3,031-67.7% | $3,737-73.8% | $2,588-62.2% |
| Participant deferral / active EE | $3,303 | $3,771-12.4% | $4,878-32.3% | $4,289-23.0% |
| Admin fee / account holder | $182 | $2,028-91.0% | $6,730-97.3% | $1,587-88.5% |