See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 37 · EIN 35-0145825 | Loan Processing | $77,160 |
RT JONES CAPITAL EQUITIES MGMT INC10+ years Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,891 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,388 | $87,870-11.9% | $113,168-31.6% | $74,304+4.2% |
| Participation rate | 78.2% | 70.7%+7.4pp | 76.6%+1.6pp | 60.3%+17.8pp |
| Annual return | 14.28% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $710 | $2,277-68.8% | $2,975-76.2% | $2,241-68.3% |
| Participant deferral / active EE | $2,830 | $4,241-33.3% | $5,107-44.6% | $3,767-24.9% |
| Admin fee / account holder | $81 | $3,368-97.6% | $12,068-99.3% | $2,969-97.3% |