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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $17,112 |
Filed as: NORTHWESTERN MUTUAL WM Service code 26 · EIN 39-2018056 | Advisory (Participants) | $16,235 |
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 | $48,614 | $73,360-33.7% | $177,989-72.7% | $74,495-34.7% |
| Participation rate | 82.4% | 66.6%+15.7pp | 77.1%+5.3pp | 67.2%+15.2pp |
| Annual return | 10.68% | 17.49%-6.8pp | 294.48%-283.8pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $1,039 | $2,216-53.1% | $3,949-73.7% | $2,623-60.4% |
| Participant deferral / active EE | $2,591 | $4,513-42.6% | $6,276-58.7% | $4,346-40.4% |
| Admin fee / account holder | $104 | $1,808-94.2% | $10,363-99.0% | $1,942-94.6% |