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 | $6,090 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $4,620 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22 |
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 | $25,917 | $52,884-51.0% | $84,750-69.4% | $55,167-53.0% |
| Participation rate | 36.3% | 67.5%-31.2pp | 76.6%-40.3pp | 69.0%-32.7pp |
| Annual return | 8.33% | 18.03%-9.7pp | 22.78%-14.4pp | 169.23%-160.9pp |
| Employer contribution / active EE | $893 | $2,233-60.0% | $3,574-75.0% | $1,963-54.5% |
| Participant deferral / active EE | $1,565 | $2,644-40.8% | $3,712-57.8% | $3,054-48.8% |
| Admin fee / account holder | $75 | $581-87.2% | $5,332-98.6% | $504-85.2% |