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 MGTM CO. Service code 27 611 E WILSONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $24,581 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,749 |
RANDALL & HURLEY, INC.5 years Service code 13 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019 | Contract Administrator | $1,050 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $619 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,339 | $86,929+5.1% | $102,423-10.8% | $80,856+13.0% |
| Participation rate | 96.9% | 72.4%+24.5pp | 76.5%+20.4pp | 67.6%+29.2pp |
| Annual return | 12.87% | 18.88%-6.0pp | 29.32%-16.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $952 | $2,369-59.8% | $3,023-68.5% | $2,755-65.4% |
| Participant deferral / active EE | $5,017 | $4,118+21.8% | $5,053-0.7% | $4,296+16.8% |
| Admin fee / account holder | $424 | $8,049-94.7% | $9,451-95.5% | $6,918-93.9% |