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 6-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 |
|---|---|---|
THE FINWAY GROUP2+ years Service code 49 · EIN 42-1468222 | Other Services | $36,561 |
NORTHWEST WEALTH MANAGEMENT, LLC2+ years Filed as: NORTHWEST WEALTH MANAGEMENT Service code 99 | Other Fees | $18,489 |
NORTHWEST WEALTH MANAGEMENT, LLC2+ years Service code 99 · EIN 27-1527316 705 GRAND AVE · SPENCER, IA 51301 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,182 | $52,293-46.1% | $178,490-84.2% | $73,409-61.6% |
| Participation rate | 94.2% | 65.3%+28.8pp | 81.9%+12.3pp | 72.2%+22.0pp |
| Annual return | 12.12% | 34.75%-22.6pp | 151.07%-138.9pp | 59.29%-47.2pp |
| Employer contribution / active EE | $1,200 | $1,735-30.9% | $5,011-76.1% | $2,234-46.3% |
| Participant deferral / active EE | $2,530 | $2,332+8.5% | $5,202-51.4% | $3,805-33.5% |
| Admin fee / account holder | $222 | $127+74.6% | $13,984-98.4% | $158+40.8% |