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 | $201,854 |
US BANCORP INVESTMENTS INC9+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $55,568 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $21,962 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $5,490 |
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 | $97,655 | $99,078-1.4% | $96,544+1.2% | $74,419+31.2% |
| Participation rate | 89.1% | 80.7%+8.4pp | 76.0%+13.2pp | 70.7%+18.4pp |
| Annual return | 16.55% | 22.48%-5.9pp | 25.84%-9.3pp | 34.38%-17.8pp |
| Employer contribution / active EE | $1,978 | $2,570-23.0% | $2,965-33.3% | $2,637-25.0% |
| Participant deferral / active EE | $4,596 | $4,933-6.8% | $4,851-5.2% | $4,528+1.5% |
| Admin fee / account holder | $375 | $225+67.1% | $8,252-95.5% | $348+7.9% |