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 7-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 | $132,307 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMNT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $121,074 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $20,047 | $55,331-63.8% | $81,812-75.5% | $199,593-90.0% |
| Participation rate | 24.3% | 62.5%-38.2pp | 72.3%-48.1pp | 72.0%-47.7pp |
| Annual return | 22.52% | 19.59%+2.9pp | 773.79%-751.3pp | 34.25%-11.7pp |
| Employer contribution / active EE | $519 | $2,101-75.3% | $2,912-82.2% | $3,034-82.9% |
| Participant deferral / active EE | $1,464 | $3,283-55.4% | $4,319-66.1% | $5,087-71.2% |
| Admin fee / account holder | $159 | $346-54.0% | $7,386-97.8% | $269-40.9% |