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) | $18,010 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,234 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,286 |
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 | $35,013 | $65,557-46.6% | $64,056-45.3% | $71,457-51.0% |
| Participation rate | 62.1% | 73.2%-11.1pp | 72.3%-10.2pp | 67.9%-5.8pp |
| Annual return | 18.29% | 18.94%-0.7pp | 33.69%-15.4pp | 28.85%-10.6pp |
| Employer contribution / active EE | $964 | $2,669-63.9% | $2,747-64.9% | $2,588-62.7% |
| Participant deferral / active EE | $2,232 | $3,626-38.4% | $3,880-42.5% | $4,289-48.0% |
| Admin fee / account holder | $196 | $616-68.2% | $3,068-93.6% | $1,587-87.6% |