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) | $15,793 |
COULTER & JUSTUS1 year Filed as: COULTER & JUSTUS PC Service code 99 9717 COGDILL ROAD STE 201 · KNOXFILLE, TN 37932 | Other Fees | $15,312 |
ASCENSUS LLC2 years Filed as: FUTURE PLAN BY ASCENSUS Service code 13 113 SEARBOARD LANE · FRANKLIN, TN 370678281 | Contract Administrator | $524 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $500 |
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.
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 | $54,076 | $69,362-22.0% | $101,248-46.6% | $73,488-26.4% |
| Participation rate | 58.6% | 68.4%-9.8pp | 75.8%-17.2pp | 70.7%-12.1pp |
| Annual return | 17.47% | 18.46%-1.0pp | 46.47%-29.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $394 | $2,628-85.0% | $3,660-89.2% | $2,270-82.7% |
| Participant deferral / active EE | $2,499 | $3,300-24.3% | $4,370-42.8% | $3,740-33.2% |
| Admin fee / account holder | $31 | $704-95.6% | $5,945-99.5% | $513-94.0% |