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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $42,440 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $28,248 |
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 | $86,701 | $89,436-3.1% | $164,813-47.4% | $77,643+11.7% |
| Participation rate | 91.9% | 78.6%+13.3pp | 78.6%+13.3pp | 70.6%+21.3pp |
| Annual return | 14.39% | 28.83%-14.4pp | 69.93%-55.5pp | 31.24%-16.8pp |
| Employer contribution / active EE | $3,312 | $2,569+28.9% | $4,341-23.7% | $2,726+21.5% |
| Participant deferral / active EE | $4,345 | $4,897-11.3% | $6,031-28.0% | $4,647-6.5% |
| Admin fee / account holder | $10 | $339-97.1% | $12,690-99.9% | $430-97.7% |