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 AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $12,009 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,390 |
Filed as: EMPOWER ADVISORY GROUP. LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,016 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 13 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $495 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,308 | $89,753+155.5% | $107,525+113.3% | $84,808+170.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 14.28% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $11,827 | $3,113+279.9% | $3,754+215.1% | $2,631+349.5% |
| Participant deferral / active EE | $7,885 | $4,056+94.4% | $5,116+54.1% | $4,212+87.2% |
| Admin fee / account holder | $141 | $7,222-98.1% | $8,919-98.4% | $7,344-98.1% |