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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $230,242 |
US BANCORP INVESTMENTS INC10+ years Service code 55 7TH AND WASHINGTON 22ND FLR · ST LOUIS, MO 63101 | Other Commissions | $62,279 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $24,936 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $6,234 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,398 | $88,890+23.1% | $102,423+6.8% | $77,643+40.9% |
| Participation rate | 88.7% | 80.9%+7.8pp | 76.5%+12.2pp | 70.6%+18.1pp |
| Annual return | 12.68% | 24.98%-12.3pp | 29.32%-16.6pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,995 | $2,698-26.0% | $3,023-34.0% | $2,726-26.8% |
| Participant deferral / active EE | $4,679 | $5,145-9.1% | $5,053-7.4% | $4,647+0.7% |
| Admin fee / account holder | $434 | $235+84.1% | $9,451-95.4% | $430+0.7% |