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 |
|---|---|---|
Service code 27 W 134N8688 EXECUTIVE PRWY · MENOMONEE FALLS, WI 53051 | Advisory (Plan) | $45,224 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 | Other Commissions | $8,231 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURACE Service code 64 COMPANY · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,018 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT Service code 55 SVCS · MILWAUKEE, WI 53202 | Other Commissions | $0 |
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 | $44,190 | $33,067+33.6% | $76,523-42.3% | $56,287-21.5% |
| Participation rate | 96.3% | 55.4%+40.9pp | 68.0%+28.3pp | 69.9%+26.4pp |
| Annual return | -0.51% | 2.72%-3.2pp | -0.27%-0.2pp | -9.96%+9.4pp |
| Employer contribution / active EE | $1,320 | $1,200+10.0% | $2,647-50.1% | $2,111-37.4% |
| Participant deferral / active EE | $3,982 | $2,240+77.8% | $3,835+3.8% | $3,350+18.9% |
| Admin fee / account holder | $194 | $537-63.9% | $4,848-96.0% | $521-62.8% |