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 WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $60,169 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $52,237 |
MY BENEFITS, LLC3 years Service code 13 | Contract Administrator | $10,387 |
MY BENEFITS, LLC4 years Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $3,465 |
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 | $72,360 | $57,831+25.1% | $82,389-12.2% | $85,563-15.4% |
| Participation rate | 61.2% | 55.0%+6.2pp | 69.5%-8.4pp | 66.0%-4.8pp |
| Annual return | 32.82% | 17.86%+15.0pp | 28.67%+4.2pp | 31.51%+1.3pp |
| Employer contribution / active EE | $2,704 | $1,643+64.6% | $2,517+7.4% | $2,654+1.9% |
| Participant deferral / active EE | $6,423 | $3,118+106.0% | $4,155+54.6% | $4,375+46.8% |
| Admin fee / account holder | $554 | $1,391-60.2% | $7,231-92.3% | $834-33.6% |