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) | $20,084 |
COULTER & JUSTUS5 years Filed as: COULTER & JUSTUS, PC Service code 99 9717 COGDILL ROAD, SUITE 201 · KNOXVILLE, TN 37932 | Other Fees | $12,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 · EIN 82-3719843 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $11,973 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $938 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,301 | $86,944-19.1% | $107,525-34.6% | $74,304-5.4% |
| Participation rate | 70.2% | 59.6%+10.7pp | 75.1%-4.8pp | 60.3%+9.9pp |
| Annual return | 15.36% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $1,215 | $2,757-55.9% | $3,754-67.6% | $2,241-45.8% |
| Participant deferral / active EE | $4,653 | $3,554+30.9% | $5,116-9.0% | $3,767+23.5% |
| Admin fee / account holder | $52 | $3,727-98.6% | $8,919-99.4% | $2,969-98.3% |