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 | $15,873 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $12,608 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $338 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,343 | $62,132-44.7% | $185,823-81.5% | $73,488-53.3% |
| Participation rate | 73.4% | 67.8%+5.6pp | 78.0%-4.6pp | 70.7%+2.7pp |
| Annual return | 12.77% | 20.44%-7.7pp | 35.95%-23.2pp | 28.51%-15.7pp |
| Employer contribution / active EE | $1,164 | $1,681-30.8% | $4,087-71.5% | $2,270-48.7% |
| Participant deferral / active EE | $2,865 | $3,711-22.8% | $5,632-49.1% | $3,740-23.4% |
| Admin fee / account holder | $171 | $419-59.2% | $9,500-98.2% | $513-66.7% |