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 9-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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,811 |
Filed as: NORTHWESTER MUTUAL INVESTMENT Service code 22 | Insurance Broker | $12,500 |
Service code 10 · EIN 72-1202445 | Accounting | $6,000 |
Filed as: HEARD, MCELROY, & VESTAL Service code 15 · EIN 72-0398470 | Recordkeeping | $5,893 |
PINNACLE PLAN DESIGN, LLC2 years Service code 15 · EIN 20-3970947 | Recordkeeping | $3,150 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,254 |
Filed as: NORTHWESTERN MUTUAL Service code 22 · EIN 52-2114207 | Insurance Broker | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,465 | $58,879+9.5% | $178,490-63.9% | $73,488-12.3% |
| Participation rate | 89.7% | 66.2%+23.5pp | 81.9%+7.8pp | 70.7%+19.1pp |
| Annual return | 17.61% | 24.86%-7.2pp | 151.07%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,104 | $2,236-50.6% | $5,011-78.0% | $2,270-51.4% |
| Participant deferral / active EE | $3,054 | $2,567+18.9% | $5,202-41.3% | $3,740-18.3% |
| Admin fee / account holder | $135 | $400-66.3% | $13,984-99.0% | $513-73.7% |