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: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $18,339 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,566 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,446 | $50,464-51.6% | $75,781-67.7% | $52,331-53.3% |
| Participation rate | 31.6% | 66.8%-35.1pp | 75.8%-44.2pp | 68.1%-36.5pp |
| Annual return | -1.84% | 1.03%-2.9pp | 9.68%-11.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $754 | $1,988-62.1% | $3,323-77.3% | $1,882-59.9% |
| Participant deferral / active EE | $1,407 | $2,570-45.2% | $3,651-61.5% | $3,022-53.4% |
| Admin fee / account holder | $48 | $1,103-95.6% | $5,299-99.1% | $592-91.8% |