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 | $63,128 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 | Recordkeeping | $8,917 |
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 | $48,802 | $55,371-11.9% | $95,585-48.9% | $74,304-34.3% |
| Participation rate | 100.0% | 53.8%+46.2pp | 72.1%+27.9pp | 60.3%+39.7pp |
| Annual return | 17.78% | 24.26%-6.5pp | 38.56%-20.8pp | 29.43%-11.6pp |
| Employer contribution / active EE | $422 | $1,437-70.6% | $2,527-83.3% | $2,241-81.2% |
| Participant deferral / active EE | $4,283 | $2,955+44.9% | $4,023+6.5% | $3,767+13.7% |
| Admin fee / account holder | $62 | $2,620-97.6% | $6,127-99.0% | $2,969-97.9% |