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 | $83,733 |
THE BANK OF NEW YORK MELLON4 years Filed as: M AND T BANK NATIONAL ASSO Service code 16 | Consulting | $41,766 |
Filed as: M & T BANK NATIONAL ASSOC Service code 16 · EIN 16-1486454 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,673 | $62,624-9.5% | $177,989-68.2% | $77,643-27.0% |
| Participation rate | 89.7% | 66.8%+22.8pp | 77.1%+12.6pp | 70.6%+19.1pp |
| Annual return | 12.82% | 16.16%-3.3pp | 294.48%-281.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,367 | $1,909-28.4% | $3,949-65.4% | $2,726-49.9% |
| Participant deferral / active EE | $4,806 | $4,219+13.9% | $6,276-23.4% | $4,647+3.4% |
| Admin fee / account holder | $14 | $386-96.3% | $10,363-99.9% | $430-96.7% |