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: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLANGE, CO 80111 | Investment Management | $25,940 |
Filed as: NORTHWESTERN MUTUAL WELATH MGMT CO Service code 27 | Advisory (Plan) | $20,904 |
Filed as: LOCKTON INVESTEMENT ADVISORS LLC Service code 27 444 W 47TH STREET SUITE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $3,733 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,733 | $100,801-32.8% | $149,696-54.8% | $73,409-7.7% |
| Participation rate | 81.7% | 77.7%+4.0pp | 82.5%-0.8pp | 72.2%+9.5pp |
| Annual return | 21.78% | 265.34%-243.6pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $1,645 | $3,312-50.3% | $4,644-64.6% | $2,234-26.4% |
| Participant deferral / active EE | $6,121 | $6,404-4.4% | $6,842-10.5% | $3,805+60.8% |
| Admin fee / account holder | $91 | $181-49.6% | $9,309-99.0% | $158-42.3% |