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 MGMT CO Service code 27 611 E WISCONSIN AVE · ILWAUKEE, WI 53202 | Advisory (Plan) | $13,454 |
MCADAMS GRAPHICS, INC5+ years Service code 99 7200 SOUTH 1ST STREET · OAK CREEK, WI 53154 | Other Fees | $8,000 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 225 · WAUKESHA, WI 53186 | Contract Administrator | $5,129 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVICE, CA 92618 | Recordkeeping Fees | $1,298 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,365 | $76,367+52.4% | $93,606+24.3% | $72,985+59.4% |
| Participation rate | 89.4% | 71.7%+17.7pp | 75.8%+13.6pp | 69.5%+19.9pp |
| Annual return | 21.85% | 25.82%-4.0pp | 32.76%-10.9pp | 81.00%-59.2pp |
| Employer contribution / active EE | $415 | $2,275-81.7% | $2,718-84.7% | $2,440-83.0% |
| Participant deferral / active EE | $2,783 | $3,538-21.3% | $4,069-31.6% | $3,607-22.8% |
| Admin fee / account holder | $289 | $6,838-95.8% | $7,888-96.3% | $5,124-94.4% |