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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $311,989 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $126,373 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,427 | $112,623-61.4% | $106,201-59.1% | $199,768-78.3% |
| Participation rate | 91.1% | 86.2%+4.8pp | 75.3%+15.8pp | 72.0%+19.1pp |
| Annual return | 18.65% | 15.57%+3.1pp | 116.26%-97.6pp | 34.26%-15.6pp |
| Employer contribution / active EE | $1,161 | $4,575-74.6% | $3,170-63.4% | $3,037-61.8% |
| Participant deferral / active EE | $3,858 | $6,659-42.1% | $5,012-23.0% | $5,090-24.2% |
| Admin fee / account holder | $137 | $107+28.3% | $11,039-98.8% | $269-49.0% |