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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $13,797 |
Filed as: UNITED PLANNERS FINANCIAL SERV Service code 26 · EIN 86-0588303 | Advisory (Participants) | $5,612 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 · EIN 35-0145825 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,917 | $85,202-79.0% | $172,739-89.6% | $72,985-75.5% |
| Participation rate | 74.5% | 70.1%+4.4pp | 82.6%-8.2pp | 69.5%+5.0pp |
| Annual return | 17.61% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,179 | $3,260-63.8% | $5,198-77.3% | $3,607-67.3% |
| Admin fee / account holder | $58 | $5,884-99.0% | $13,954-99.6% | $5,124-98.9% |