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 | $79,013-34.0% | $100,391-48.1% | $74,495-30.0% |
| Participation rate | 81.5% | 79.5%+2.1pp | 81.5%0pp | 67.2%+14.3pp |
| Annual return | 26.29% | 20.41%+5.9pp | 49.20%-22.9pp | 1364.94%-1338.6pp |
| Employer contribution / active EE | $1,767 | $3,021-41.5% | $3,942-55.2% | $2,623-32.6% |
| Participant deferral / active EE | $5,533 | $7,760-28.7% | $8,082-31.5% | $4,346+27.3% |
| Admin fee / account holder | $263 | $1,320-80.1% | $7,899-96.7% | $1,942-86.5% |