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) | $34,254 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $25,193 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,906 | $29,548+68.9% | $56,411-11.5% | $77,643-35.7% |
| Participation rate | 21.5% | 32.7%-11.1pp | 52.5%-30.9pp | 70.6%-49.0pp |
| Annual return | 14.12% | 19.01%-4.9pp | 1701.33%-1687.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $476 | $568-16.1% | $1,039-54.1% | $2,726-82.5% |
| Participant deferral / active EE | $1,011 | $1,061-4.7% | $1,952-48.2% | $4,647-78.2% |
| Admin fee / account holder | $192 | $1,046-81.7% | $2,829-93.2% | $430-55.4% |