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 | $12,780 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $9,956 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $70 |
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 | $22,501 | $48,576-53.7% | $169,463-86.7% | $56,287-60.0% |
| Participation rate | 63.7% | 65.8%-2.1pp | 77.8%-14.1pp | 69.9%-6.1pp |
| Annual return | -5.31% | -2.51%-2.8pp | 1.83%-7.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $793 | $1,559-49.2% | $4,159-80.9% | $2,111-62.5% |
| Participant deferral / active EE | $2,432 | $3,275-25.7% | $5,277-53.9% | $3,350-27.4% |
| Admin fee / account holder | $159 | $435-63.5% | $9,109-98.3% | $521-69.5% |