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) | $38,654 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,242 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES, INC Service code 13 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $5,085 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,922 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,786 | $89,808-51.2% | $100,391-56.4% | $77,643-43.6% |
| Participation rate | 93.0% | 81.2%+11.8pp | 81.5%+11.5pp | 70.6%+22.4pp |
| Annual return | 71.07% | 20.62%+50.5pp | 49.20%+21.9pp | 31.24%+39.8pp |
| Employer contribution / active EE | $2,707 | $3,039-10.9% | $3,942-31.3% | $2,726-0.7% |
| Participant deferral / active EE | $5,424 | $8,284-34.5% | $8,082-32.9% | $4,647+16.7% |
| Admin fee / account holder | $215 | $174+23.2% | $7,899-97.3% | $430-50.1% |