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: NORTHWESTERN MUTUAL Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $57,150 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,616 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,096 |
Service code 13 | Contract Administrator | $10,000 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF GA, INC. Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $8,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,836 | $82,972-37.5% | $103,374-49.9% | $77,671-33.3% |
| Participation rate | 57.5% | 71.5%-14.0pp | 74.5%-17.0pp | 70.6%-13.1pp |
| Annual return | 17.81% | 19.14%-1.3pp | 24.89%-7.1pp | 31.21%-13.4pp |
| Employer contribution / active EE | $1,772 | $3,554-50.1% | $3,869-54.2% | $2,726-35.0% |
| Participant deferral / active EE | $3,489 | $4,108-15.1% | $5,058-31.0% | $4,648-24.9% |
| Admin fee / account holder | $309 | $639-51.6% | $8,394-96.3% | $430-28.2% |