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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $53,807 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 · EIN 39-2018056 | Advisory (Plan) | $23,006 |
OLIVER CAPITAL MANAGEMENT INC10+ years Service code 27 · EIN 14-1886561 | Advisory (Plan) | $17,053 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,144 | $54,193-33.3% | $93,606-61.4% | $77,643-53.4% |
| Participation rate | 78.3% | 63.9%+14.4pp | 68.7%+9.6pp | 70.6%+7.7pp |
| Annual return | 14.56% | 30.54%-16.0pp | 133.20%-118.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,428 | $1,168+22.3% | $2,420-41.0% | $2,726-47.6% |
| Participant deferral / active EE | $4,897 | $3,144+55.8% | $4,411+11.0% | $4,647+5.4% |
| Admin fee / account holder | $259 | $576-54.9% | $8,285-96.9% | $430-39.8% |