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 GROUP4+ years Service code 49 · EIN 42-1468222 | Other Services | $32,026 |
NORTHWEST WEALTH MANAGEMENT, LLC4+ years Filed as: NORTHWEST WEALTH MANAGEMENT Service code 99 | Other Fees | $25,774 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $5,338 |
NORTHWEST WEALTH MANAGEMENT, LLC4+ years Service code 99 · EIN 27-1527316 705 GRAND AVE · SPENCER, IA 51301 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,786 | $46,292-48.6% | $143,757-83.5% | $64,808-63.3% |
| Participation rate | 94.4% | 64.2%+30.2pp | 80.3%+14.1pp | 71.5%+23.0pp |
| Annual return | -15.92% | -10.05%-5.9pp | -0.04%-15.9pp | 32.82%-48.7pp |
| Employer contribution / active EE | $1,339 | $1,910-29.9% | $4,951-72.9% | $2,506-46.6% |
| Participant deferral / active EE | $2,790 | $2,646+5.5% | $5,637-50.5% | $4,310-35.3% |
| Admin fee / account holder | $220 | $154+43.1% | $14,673-98.5% | $188+17.2% |