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 | $447,309 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON POINTE ADVISORS Service code 16 · EIN 47-0848703 | Consulting | $347,415 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,698 | $50,815+586.2% | $155,509+124.2% | $77,643+349.1% |
| Participation rate | 90.1% | 63.1%+27.0pp | 78.2%+11.9pp | 70.6%+19.5pp |
| Annual return | 13.88% | 34.80%-20.9pp | 64.67%-50.8pp | 31.24%-17.4pp |
| Employer contribution / active EE | $25,922 | $1,993+1200.8% | $4,672+454.8% | $2,726+851.0% |
| Participant deferral / active EE | $22,188 | $2,822+686.2% | $5,626+294.4% | $4,647+377.4% |
| Admin fee / account holder | $7 | $437-98.4% | $15,912-100.0% | $430-98.3% |