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 | $30,042 |
Filed as: FUTURE CAPITAL Service code 10 · EIN 62-1823351 | Accounting | $5,011 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $55,415-29.2% | $155,509-74.8% | $74,495-47.3% |
| Participation rate | 89.1% | 61.9%+27.2pp | 78.2%+10.9pp | 67.2%+21.9pp |
| Annual return | 12.90% | 268.50%-255.6pp | 64.67%-51.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,336 | $2,836+17.6% | $5,626-40.7% | $4,346-23.2% |
| Admin fee / account holder | $42 | $1,738-97.6% | $15,912-99.7% | $1,942-97.8% |