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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $40,618 |
Filed as: NORTHWESTERN MUTUAL WM Service code 16 · EIN 39-2018056 | Consulting | $21,370 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,714 | $78,485+27.0% | $106,213-6.1% | $74,495+33.9% |
| Participation rate | 75.4% | 72.8%+2.6pp | 75.3%+0.1pp | 67.2%+8.2pp |
| Annual return | 13.11% | 15.95%-2.8pp | 116.14%-103.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $930 | $2,523-63.1% | $3,171-70.7% | $2,623-64.5% |
| Participant deferral / active EE | $5,340 | $4,322+23.6% | $5,016+6.5% | $4,346+22.9% |
| Admin fee / account holder | $8 | $2,232-99.6% | $11,033-99.9% | $1,942-99.6% |