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 | $46,346 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $32,056 |
Service code 99 1801 CALIFORNIA STREET · DENVER, CO 80202 | Other Fees | $4,422 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,146 | $52,670+10.4% | $90,404-35.7% | $73,409-20.8% |
| Participation rate | 49.2% | 67.7%-18.5pp | 72.7%-23.5pp | 72.2%-23.0pp |
| Annual return | 17.44% | 20.70%-3.3pp | 1293.02%-1275.6pp | 59.29%-41.9pp |
| Employer contribution / active EE | $674 | $1,872-64.0% | $3,262-79.3% | $2,234-69.8% |
| Participant deferral / active EE | $3,620 | $2,807+29.0% | $3,963-8.7% | $3,805-4.9% |
| Admin fee / account holder | $191 | $117+63.2% | $5,611-96.6% | $158+20.7% |