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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $47,865 |
EDWARD JONES3 years Filed as: EDWARD JONES AND CO Service code 16 | Consulting | $25,277 |
Filed as: EDWARD D JONES Service code 16 · EIN 43-0345811 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,265 | $50,815-30.6% | $155,509-77.3% | $77,643-54.6% |
| Participation rate | 80.1% | 63.1%+17.0pp | 78.2%+1.9pp | 70.6%+9.5pp |
| Annual return | 13.56% | 34.80%-21.2pp | 64.67%-51.1pp | 31.24%-17.7pp |
| Employer contribution / active EE | $1,044 | $1,993-47.6% | $4,672-77.6% | $2,726-61.7% |
| Participant deferral / active EE | $3,430 | $2,822+21.6% | $5,626-39.0% | $4,647-26.2% |
| Admin fee / account holder | $12 | $437-97.3% | $15,912-99.9% | $430-97.3% |