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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $168,813 |
US BANCORP INVESTMENTS INC8+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $57,906 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $23,188 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,797 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,022 | $72,254+26.0% | $86,677+5.0% | $64,808+40.4% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -15.88% | 392.42%-408.3pp | 35.91%-51.8pp | 32.82%-48.7pp |
| Employer contribution / active EE | $2,033 | $2,393-15.0% | $2,836-28.3% | $2,506-18.9% |
| Participant deferral / active EE | $4,765 | $4,658+2.3% | $4,656+2.3% | $4,310+10.5% |
| Admin fee / account holder | $330 | $174+89.9% | $7,493-95.6% | $188+75.8% |