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 | $8,422 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $6,718 |
Service code 13 180 ALABAMA ST · SPARTANBURG, SC 29302 | Contract Administrator | $2,416 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,758 | $55,449-42.7% | $83,848-62.1% | $56,287-43.6% |
| Participation rate | 39.9% | 68.0%-28.1pp | 76.1%-36.3pp | 69.9%-30.0pp |
| Annual return | -8.77% | -1.38%-7.4pp | 850.88%-859.6pp | -9.96%+1.2pp |
| Employer contribution / active EE | $999 | $2,430-58.9% | $3,631-72.5% | $2,111-52.7% |
| Participant deferral / active EE | $1,788 | $2,935-39.1% | $4,082-56.2% | $3,350-46.6% |
| Admin fee / account holder | $126 | $656-80.9% | $5,478-97.7% | $521-75.9% |