See peer percentile detail. $4.99 for your first month.
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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 AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $18,155 |
COULTER & JUSTUS2 years Filed as: COULTER & JUSTUS, PC Service code 99 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Other Fees | $8,492 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $1,475 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $950 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,733 | $64,119-27.1% | $112,228-58.4% | $66,914-30.2% |
| Participation rate | 63.4% | 68.5%-5.0pp | 75.1%-11.6pp | 69.8%-6.4pp |
| Annual return | -20.78% | -13.81%-7.0pp | 27.45%-48.2pp | 1.58%-22.4pp |
| Employer contribution / active EE | $969 | $3,005-67.8% | $3,635-73.3% | $2,544-61.9% |
| Participant deferral / active EE | $3,537 | $3,693-4.2% | $4,728-25.2% | $4,237-16.5% |
| Admin fee / account holder | $216 | $625-65.4% | $6,410-96.6% | $593-63.5% |