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 Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,736 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS LLC Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $2,147 |
Service code 55 | Other Commissions | $1,369 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,919 | $95,803+29.3% | $113,168+9.5% | $84,808+46.1% |
| Participation rate | 93.8% | 72.9%+21.0pp | 76.6%+17.3pp | 68.3%+25.5pp |
| Annual return | 12.19% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $1,183 | $2,360-49.9% | $2,975-60.2% | $2,631-55.0% |
| Participant deferral / active EE | $7,646 | $4,242+80.2% | $5,107+49.7% | $4,212+81.5% |
| Admin fee / account holder | $105 | $8,989-98.8% | $12,068-99.1% | $7,344-98.6% |