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 | $47,312 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 611 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $29,955 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,825 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,413 | $56,485-76.3% | $185,823-92.8% | $86,799-84.5% |
| Participation rate | 90.8% | 65.5%+25.3pp | 81.7%+9.1pp | 72.3%+18.5pp |
| Annual return | 12.96% | 118.04%-105.1pp | 122.05%-109.1pp | 97.91%-85.0pp |
| Employer contribution / active EE | $542 | $1,843-70.6% | $5,167-89.5% | $2,405-77.5% |
| Participant deferral / active EE | $2,037 | $2,553-20.2% | $5,568-63.4% | $4,131-50.7% |
| Admin fee / account holder | $105 | $150-29.9% | $16,237-99.4% | $170-38.1% |