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 7-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 | $89,520 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $39,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,130 | $57,610-26.9% | $154,803-72.8% | $102,872-59.0% |
| Participation rate | 21.2% | 59.5%-38.3pp | 78.1%-56.9pp | 73.0%-51.9pp |
| Annual return | 18.11% | 30.49%-12.4pp | 58.88%-40.8pp | 19.06%-0.9pp |
| Employer contribution / active EE | $547 | $1,883-70.9% | $4,305-87.3% | $3,526-84.5% |
| Participant deferral / active EE | $1,109 | $2,914-62.0% | $5,540-80.0% | $5,535-80.0% |
| Admin fee / account holder | $127 | $368-65.5% | $14,329-99.1% | $292-56.6% |