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 |
|---|---|---|
NORTHWESTERN MUTUAL INVESTMENT SERV10+ years Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $39,141 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES OF GEROGIA, LLC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $12,871 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,248 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,519 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,627 | $78,483-41.9% | $106,201-57.0% | $74,546-38.8% |
| Participation rate | 97.1% | 72.8%+24.3pp | 75.3%+21.8pp | 67.2%+29.9pp |
| Annual return | 14.89% | 15.94%-1.1pp | 116.26%-101.4pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $1,172 | $2,522-53.5% | $3,170-63.0% | $2,624-55.3% |
| Participant deferral / active EE | $4,076 | $4,320-5.7% | $5,012-18.7% | $4,347-6.2% |
| Admin fee / account holder | $254 | $2,236-88.6% | $11,039-97.7% | $1,944-86.9% |