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 INVESTMENT SVCS Service code 55 | Other Commissions | $39,887 |
CHERRY BEKAERT LLP2 years Service code 13 · EIN 56-0574444 222 CENTRAL PARK AVE · VIRGINIA BEACH, VA 234623032 | Contract Administrator | $10,000 |
Filed as: GREAT-WEST LIFE & ANNUITY INSURANE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,150 |
Filed as: NORTHWEST MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,255 | $72,012+194.7% | $185,823+14.2% | $79,858+165.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 15.66% | 23.12%-7.5pp | 35.95%-20.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $3,823 | $1,965+94.6% | $4,087-6.5% | $2,471+54.7% |
| Participant deferral / active EE | $7,825 | $3,779+107.1% | $5,632+38.9% | $3,740+109.2% |
| Admin fee / account holder | $10 | $4,513-99.8% | $9,500-99.9% | $5,306-99.8% |