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: MORTHWESTERN MUTUAL INVESTMENT SERV Service code 55 | Other Commissions | $18,490 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 | Other Services | $17,593 |
ASCENSUS LLC2 years Filed as: ERISA SERVICES MIDWEST Service code 49 · EIN 84-2028419 | Other Services | $0 |
Service code 55 · EIN 39-0509570 | Other Commissions | $0 |
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 | $42,260 | $55,415-23.7% | $155,509-72.8% | $74,495-43.3% |
| Participation rate | 33.8% | 61.9%-28.1pp | 78.2%-44.4pp | 67.2%-33.4pp |
| Annual return | 11.50% | 268.50%-257.0pp | 64.67%-53.2pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $753 | $2,267-66.8% | $4,672-83.9% | $2,623-71.3% |
| Participant deferral / active EE | $1,330 | $2,836-53.1% | $5,626-76.4% | $4,346-69.4% |
| Admin fee / account holder | $275 | $1,738-84.2% | $15,912-98.3% | $1,942-85.9% |