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) | $34,071 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $28,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,208 | $30,555+70.9% | $80,716-35.3% | $86,799-39.9% |
| Participation rate | 19.2% | 37.2%-18.0pp | 54.2%-34.9pp | 72.3%-53.1pp |
| Annual return | 9.21% | 30.35%-21.1pp | 87.28%-78.1pp | 97.91%-88.7pp |
| Employer contribution / active EE | $16 | $472-96.6% | $1,160-98.6% | $2,405-99.3% |
| Participant deferral / active EE | $502 | $1,050-52.1% | $2,146-76.6% | $4,131-87.8% |
| Admin fee / account holder | $215 | $135+58.4% | $3,380-93.7% | $170+26.5% |