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 | $49,891 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $40,000 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
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 | $77,613 | $91,762-15.4% | $67,502+15.0% | $77,6430% |
| Participation rate | 85.2% | 75.9%+9.3pp | 72.9%+12.3pp | 70.6%+14.6pp |
| Annual return | 15.02% | 14.87%+0.2pp | 3512.12%-3497.1pp | 31.24%-16.2pp |
| Employer contribution / active EE | $4,855 | $3,181+52.6% | $2,731+77.8% | $2,726+78.1% |
| Participant deferral / active EE | $5,518 | $3,903+41.4% | $4,000+38.0% | $4,647+18.7% |
| Admin fee / account holder | $68 | $176-61.1% | $3,998-98.3% | $430-84.1% |