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) | $6,396 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO Service code 15 333 S HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping | $2,750 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 13 113 SEARBOARD LANE · FRANKLIN, TN 370678281 | Contract Administrator | $725 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $525 |
AVINTUS4+ years Service code 10 · EIN 04-3682160 113 SEABOARD LANE, STE B150 · FRANKLIN, TN 37067 | Accounting | $150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,817 | $63,114-14.7% | $92,893-42.1% | $65,185-17.4% |
| Participation rate | 55.9% | 68.8%-12.9pp | 76.0%-20.1pp | 70.2%-14.3pp |
| Annual return | 0.48% | 28.75%-28.3pp | 109.41%-108.9pp | 29.38%-28.9pp |
| Employer contribution / active EE | $375 | $2,571-85.4% | $3,653-89.7% | $2,177-82.8% |
| Participant deferral / active EE | $2,349 | $3,108-24.4% | $4,236-44.5% | $3,514-33.1% |
| Admin fee / account holder | $68 | $624-89.1% | $5,794-98.8% | $847-92.0% |