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 RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,307 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $8,893 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,247 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $485 |
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 | $24,946 | $69,362-64.0% | $101,248-75.4% | $73,488-66.1% |
| Participation rate | 79.3% | 68.4%+10.9pp | 75.8%+3.5pp | 70.7%+8.7pp |
| Annual return | 11.23% | 18.46%-7.2pp | 46.47%-35.2pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,415 | $2,628-46.2% | $3,660-61.3% | $2,270-37.7% |
| Participant deferral / active EE | $2,325 | $3,300-29.5% | $4,370-46.8% | $3,740-37.8% |
| Admin fee / account holder | $73 | $704-89.7% | $5,945-98.8% | $513-85.9% |