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 |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL SERV Service code 26 · EIN 86-0588303 | Advisory (Participants) | $5,558 |
Service code 52 | Indirect Investment Fees | $0 |
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.
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 | $19,986 | $91,190-78.1% | $178,490-88.8% | $79,858-75.0% |
| Participation rate | 76.3% | 69.2%+7.0pp | 81.9%-5.7pp | 69.6%+6.6pp |
| Annual return | 11.43% | 24.19%-12.8pp | 151.07%-139.6pp | 31.71%-20.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,588 | $3,236-50.9% | $5,202-69.5% | $3,740-57.5% |
| Admin fee / account holder | $63 | $6,751-99.1% | $13,984-99.5% | $5,306-98.8% |