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 | $71,100 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $29,421 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,458 | $65,946-31.1% | $81,783-44.4% | $77,671-41.5% |
| Participation rate | 42.4% | 65.8%-23.4pp | 72.4%-29.9pp | 70.6%-28.2pp |
| Annual return | 12.64% | 26.65%-14.0pp | 775.05%-762.4pp | 31.21%-18.6pp |
| Employer contribution / active EE | $795 | $2,371-66.5% | $2,913-72.7% | $2,726-70.8% |
| Participant deferral / active EE | $1,890 | $3,507-46.1% | $4,320-56.2% | $4,648-59.3% |
| Admin fee / account holder | $10 | $527-98.1% | $7,380-99.9% | $430-97.7% |