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: NORTHWESTERN MUTUAL WM Service code 26 · EIN 39-2018056 | Advisory (Participants) | $26,744 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $17,877 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,217 |
OTHER2 years Service code 99 | Other Fees | $1,650 |
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 | $34,434 | $35,986-4.3% | $77,482-55.6% | $73,488-53.1% |
| Participation rate | 40.7% | 40.8%-0.2pp | 54.2%-13.5pp | 70.7%-30.0pp |
| Annual return | 13.87% | 19.26%-5.4pp | 54.79%-40.9pp | 28.51%-14.6pp |
| Employer contribution / active EE | $935 | $557+67.7% | $986-5.2% | $2,270-58.8% |
| Participant deferral / active EE | $1,795 | $1,198+49.9% | $1,861-3.5% | $3,740-52.0% |
| Admin fee / account holder | $133 | $466-71.5% | $2,858-95.4% | $513-74.1% |