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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $59,709 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $26,459 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,833 | $69,305-55.5% | $82,313-62.5% | $69,631-55.7% |
| Participation rate | 93.1% | 80.3%+12.8pp | 76.9%+16.2pp | 70.7%+22.4pp |
| Annual return | 33.33% | 21.47%+11.9pp | 25.88%+7.5pp | 27571.02%-27537.7pp |
| Employer contribution / active EE | $2,073 | $1,887+9.9% | $2,428-14.6% | $2,032+2.0% |
| Participant deferral / active EE | $3,641 | $3,568+2.0% | $3,706-1.8% | $3,224+12.9% |
| Admin fee / account holder | $127 | $97+31.0% | $5,608-97.7% | $110+15.3% |