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 9-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) | $36,558 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,798 |
MY BENEFITS, LLC2 years Service code 13 | Contract Administrator | $8,159 |
MY BENEFITS, LLC3 years Filed as: MY BENEFITS LLC Service code 13 PO BOX 745680 · ATLANTA, GA 303745680 | Contract Administrator | $1,800 |
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 | $51,569 | $55,441-7.0% | $76,002-32.1% | $77,671-33.6% |
| Participation rate | 61.6% | 63.6%-2.1pp | 69.1%-7.5pp | 70.6%-9.0pp |
| Annual return | 61.07% | 17.08%+44.0pp | 360.07%-299.0pp | 31.21%+29.9pp |
| Employer contribution / active EE | $2,081 | $1,789+16.3% | $2,688-22.6% | $2,726-23.7% |
| Participant deferral / active EE | $4,642 | $3,451+34.5% | $4,257+9.1% | $4,648-0.1% |
| Admin fee / account holder | $388 | $407-4.7% | $6,414-94.0% | $430-9.9% |