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 8-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 | $12,501 |
Filed as: NORTHWESTERN MUTUAL WEALTH MGMT CO Service code 27 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Advisory (Plan) | $8,738 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $388 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $91 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,835 | $91,517-93.6% | $101,248-94.2% | $73,409-92.1% |
| Participation rate | 90.3% | 73.8%+16.5pp | 75.8%+14.5pp | 72.2%+18.1pp |
| Annual return | 39.32% | 17.17%+22.1pp | 46.47%-7.2pp | 59.29%-20.0pp |
| Employer contribution / active EE | $539 | $2,877-81.3% | $3,660-85.3% | $2,234-75.9% |
| Participant deferral / active EE | $1,832 | $3,338-45.1% | $4,370-58.1% | $3,805-51.9% |
| Admin fee / account holder | $45 | $216-79.2% | $5,945-99.2% | $158-71.5% |