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 | $61,323 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $17,615 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,145 | $88,122-77.1% | $141,162-85.7% | $67,579-70.2% |
| Participation rate | 95.1% | 76.5%+18.6pp | 82.5%+12.6pp | 71.3%+23.8pp |
| Annual return | 38.31% | 75.40%-37.1pp | 71.39%-33.1pp | 378.56%-340.3pp |
| Employer contribution / active EE | $556 | $3,224-82.8% | $4,735-88.3% | $2,148-74.1% |
| Participant deferral / active EE | $3,449 | $5,958-42.1% | $6,709-48.6% | $3,539-2.6% |
| Admin fee / account holder | $106 | $131-19.4% | $10,261-99.0% | $142-25.9% |