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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 66 | Insurance mortality and expense charg... | $53,710 |
Filed as: NORTHWESTERN MUTUAL WM Service code 16 · EIN 39-2018056 | Consulting | $37,409 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $30,242 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,010 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $75,704 | $79,700-5.0% | $153,432-50.7% | $74,546+1.6% |
| Participation rate | 89.9% | 69.8%+20.1pp | 77.1%+12.8pp | 67.2%+22.7pp |
| Annual return | 9.12% | 15.07%-5.9pp | 15.66%-6.5pp | 1366.03%-1356.9pp |
| Employer contribution / active EE | $3,644 | $4,016-9.3% | $5,038-27.7% | $2,624+38.9% |
| Participant deferral / active EE | $3,243 | $5,315-39.0% | $6,757-52.0% | $4,347-25.4% |
| Admin fee / account holder | $540 | $1,790-69.9% | $12,725-95.8% | $1,944-72.2% |