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: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $21,773 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $34,103 | $56,485-39.6% | $185,823-81.6% | $86,799-60.7% |
| Participation rate | 37.7% | 65.5%-27.7pp | 81.7%-44.0pp | 72.3%-34.5pp |
| Annual return | 10.48% | 118.04%-107.6pp | 122.05%-111.6pp | 97.91%-87.4pp |
| Employer contribution / active EE | $351 | $1,843-81.0% | $5,167-93.2% | $2,405-85.4% |
| Participant deferral / active EE | $1,061 | $2,553-58.5% | $5,568-81.0% | $4,131-74.3% |
| Admin fee / account holder | $108 | $150-27.8% | $16,237-99.3% | $170-36.3% |