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: EMPOWER ANNUITY INSURANCE CO OF AM Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,070 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $18,218 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 · EIN 52-2114207 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $4,995 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 13 | Contract Administrator | $3,930 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 · EIN 31-1560462 | Contract Administrator | $700 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,124 | $78,976-34.0% | $100,383-48.1% | $74,546-30.1% |
| Participation rate | 81.5% | 79.5%+2.0pp | 81.5%0pp | 67.2%+14.3pp |
| Annual return | 26.29% | 20.62%+5.7pp | 49.26%-23.0pp | 1366.03%-1339.7pp |
| Employer contribution / active EE | $1,767 | $3,019-41.4% | $3,944-55.2% | $2,624-32.7% |
| Participant deferral / active EE | $5,533 | $7,758-28.7% | $8,086-31.6% | $4,347+27.3% |
| Admin fee / account holder | $263 | $1,330-80.2% | $7,900-96.7% | $1,944-86.5% |