See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462066123 | Recordkeeping | $19,883 |
Filed as: NORTHWEST CAPITAL MNGMT Service code 16 · EIN 93-1242462 1 CENTERPOINTE DRIVE SUITE 115 · LAKE OSWEGO, OR 97035 | Consulting | $9,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,612 | $72,607-42.7% | $90,749-54.1% | $66,914-37.8% |
| Participation rate | 33.1% | 73.7%-40.5pp | 75.7%-42.5pp | 69.8%-36.7pp |
| Annual return | -17.69% | -12.28%-5.4pp | -12.16%-5.5pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,277 | $2,369-46.1% | $2,921-56.3% | $2,544-49.8% |
| Participant deferral / active EE | $2,307 | $3,977-42.0% | $4,564-49.5% | $4,237-45.6% |
| Admin fee / account holder | $16 | $707-97.8% | $8,445-99.8% | $593-97.4% |