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 | $48,319 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $23,082 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $12,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,342 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,528 | $46,292-77.3% | $143,757-92.7% | $64,808-83.8% |
| Participation rate | 91.0% | 64.2%+26.8pp | 80.3%+10.7pp | 71.5%+19.5pp |
| Annual return | -15.02% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.8pp |
| Employer contribution / active EE | $482 | $1,910-74.8% | $4,951-90.3% | $2,506-80.8% |
| Participant deferral / active EE | $2,187 | $2,646-17.3% | $5,637-61.2% | $4,310-49.3% |
| Admin fee / account holder | $104 | $154-32.4% | $14,673-99.3% | $188-44.7% |