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 | $8,262 |
FARMER & BETTS1+ years Service code 13 6050 20TH ST EAST · TACOMA, WA 98424 | Contract Administrator | $1,125 |
Filed as: NORTHWESTERN MUTUAL INVESTMENT SVCS Service code 55 720 E WINCONSIN AVE · MILWAUKEE, WI 53202 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $42,386 | $75,183-43.6% | $123,892-65.8% | $55,167-23.2% |
| Participation rate | 17.9% | 72.8%-54.9pp | 81.4%-63.5pp | 69.0%-51.1pp |
| Annual return | 8.10% | 19.01%-10.9pp | 47.52%-39.4pp | 169.23%-161.1pp |
| Employer contribution / active EE | $548 | $2,823-80.6% | $4,617-88.1% | $1,963-72.1% |
| Participant deferral / active EE | $764 | $5,084-85.0% | $5,984-87.2% | $3,054-75.0% |
| Admin fee / account holder | $154 | $663-76.8% | $8,357-98.2% | $504-69.5% |