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 | $24,739 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $15,540 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,490 | $79,449-41.5% | $189,557-75.5% | $85,850-45.8% |
| Participation rate | 82.0% | 66.0%+16.0pp | 78.4%+3.6pp | 69.3%+12.7pp |
| Annual return | 26.79% | 18.45%+8.3pp | 64.17%-37.4pp | 318.53%-291.7pp |
| Employer contribution / active EE | $1,594 | $2,081-23.4% | $4,412-63.9% | $2,565-37.9% |
| Participant deferral / active EE | $4,097 | $4,051+1.1% | $6,174-33.6% | $3,952+3.7% |
| Admin fee / account holder | $252 | $5,377-95.3% | $9,807-97.4% | $6,260-96.0% |