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 3-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) | $19,087 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,403 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES, INC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $4,075 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,384 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,463 | $69,477-27.4% | $94,646-46.7% | $71,457-29.4% |
| Participation rate | 84.5% | 78.4%+6.0pp | 80.8%+3.6pp | 67.9%+16.5pp |
| Annual return | 21.15% | 29.66%-8.5pp | 156.71%-135.6pp | 28.85%-7.7pp |
| Employer contribution / active EE | $3,044 | $2,853+6.7% | $3,672-17.1% | $2,588+17.6% |
| Participant deferral / active EE | $6,477 | $7,345-11.8% | $7,418-12.7% | $4,289+51.0% |
| Admin fee / account holder | $276 | $1,210-77.2% | $7,231-96.2% | $1,587-82.6% |