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 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $26,838 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: INTEGRITY RETIREMENT PLAN SERVICES Service code 13 20975 SWENSON DRIVE, SUITE 225 · WAUKESHA, WI 53186 | Contract Administrator | $4,505 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,234 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $117,136 | $81,208+44.2% | $98,907+18.4% | $79,858+46.7% |
| Participation rate | 86.2% | 72.5%+13.7pp | 76.0%+10.2pp | 69.6%+16.6pp |
| Annual return | 17.30% | 60.99%-43.7pp | 196.43%-179.1pp | 31.71%-14.4pp |
| Employer contribution / active EE | $378 | $1,960-80.7% | $2,689-86.0% | $2,471-84.7% |
| Participant deferral / active EE | $2,582 | $3,265-20.9% | $4,244-39.2% | $3,740-31.0% |
| Admin fee / account holder | $330 | $6,013-94.5% | $6,642-95.0% | $5,306-93.8% |