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 | $33,822 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $11,014 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 78730 | Other Fees | $2,390 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,491 |
STRINGER RESOURCE GROUP2 years Service code 13 709 W POINSETT ST · GREER, SC 29650 | Contract Administrator | $1,010 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,255 | $64,119-65.3% | $112,228-80.2% | $66,914-66.7% |
| Participation rate | 92.1% | 68.5%+23.7pp | 75.1%+17.1pp | 69.8%+22.3pp |
| Annual return | -14.24% | -13.81%-0.4pp | 27.45%-41.7pp | 1.58%-15.8pp |
| Employer contribution / active EE | $2,269 | $3,005-24.5% | $3,635-37.6% | $2,544-10.8% |
| Participant deferral / active EE | $3,310 | $3,693-10.4% | $4,728-30.0% | $4,237-21.9% |
| Admin fee / account holder | $164 | $625-73.8% | $6,410-97.4% | $593-72.4% |