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 | $44,583 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $12,732 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,270 | $75,388-79.7% | $123,544-87.6% | $55,725-72.6% |
| Participation rate | 89.7% | 75.7%+14.0pp | 82.3%+7.4pp | 70.9%+18.8pp |
| Annual return | 0.05% | 4.48%-4.4pp | 119.20%-119.1pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,017 | $3,063-66.8% | $4,628-78.0% | $2,078-51.1% |
| Participant deferral / active EE | $2,548 | $5,651-54.9% | $6,426-60.3% | $3,356-24.1% |
| Admin fee / account holder | $93 | $120-22.0% | $9,284-99.0% | $115-18.9% |