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) | $27,819 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $19,885 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,998 | $26,114+68.5% | $58,482-24.8% | $74,419-40.9% |
| Participation rate | 23.7% | 32.1%-8.4pp | 50.9%-27.1pp | 70.7%-47.0pp |
| Annual return | 16.93% | 32.51%-15.6pp | 4239.32%-4222.4pp | 34.38%-17.4pp |
| Employer contribution / active EE | $490 | $536-8.5% | $1,053-53.5% | $2,637-81.4% |
| Participant deferral / active EE | $1,095 | $1,075+1.9% | $1,924-43.1% | $4,528-75.8% |
| Admin fee / account holder | $163 | $649-74.9% | $2,516-93.5% | $348-53.1% |