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 AVENUE · MILWAUKEE, WI 53202 | Advisory (Plan) | $16,885 |
COULTER & JUSTUS4 years Filed as: COULTER & JUSTUS, PC Service code 99 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Other Fees | $11,900 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $6,448 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,244 | $80,724-25.4% | $103,333-41.7% | $74,495-19.1% |
| Participation rate | 66.9% | 65.7%+1.2pp | 74.5%-7.6pp | 67.2%-0.3pp |
| Annual return | 28.32% | 27.56%+0.8pp | 24.88%+3.4pp | 1364.94%-1336.6pp |
| Employer contribution / active EE | $1,040 | $3,157-67.1% | $3,868-73.1% | $2,623-60.4% |
| Participant deferral / active EE | $3,739 | $3,860-3.2% | $5,057-26.1% | $4,346-14.0% |
| Admin fee / account holder | $51 | $2,368-97.8% | $8,355-99.4% | $1,942-97.4% |