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 Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $20,550 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,966 |
RANDALL & HURLEY, INC.4 years Service code 13 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $2,005 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,907 | $86,655-43.6% | $119,609-59.1% | $66,914-26.9% |
| Participation rate | 96.4% | 75.6%+20.8pp | 79.3%+17.1pp | 69.8%+26.6pp |
| Annual return | -17.69% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,357 | $2,536-46.5% | $4,232-67.9% | $2,544-46.7% |
| Participant deferral / active EE | $2,899 | $4,358-33.5% | $5,602-48.3% | $4,237-31.6% |
| Admin fee / account holder | $175 | $755-76.8% | $10,323-98.3% | $593-70.4% |