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 | $69,045 |
Filed as: TRIBRIDGE PTNRS FINANCIAL Service code 16 · EIN 99-1321623 | Consulting | $24,961 |
Filed as: MML INVESTORS SERVICES LLC Service code 16 · EIN 04-2746212 | Consulting | $21,900 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,678 | $60,323+47.0% | $81,812+8.4% | $74,495+19.0% |
| Participation rate | 95.0% | 62.9%+32.1pp | 72.3%+22.6pp | 67.2%+27.8pp |
| Annual return | 17.04% | 16.90%+0.1pp | 773.79%-756.7pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $8,403 | $2,620+220.7% | $2,912+188.5% | $2,623+220.4% |
| Participant deferral / active EE | $9,830 | $3,387+190.2% | $4,319+127.6% | $4,346+126.2% |
| Admin fee / account holder | $5 | $1,486-99.7% | $7,386-99.9% | $1,942-99.7% |