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 |
|---|---|---|
AMI INVESTMENT3 years Filed as: AMI INVESTMENTS Service code 26 · EIN 35-1954247 P.O. BOX 247 · KENDALLVILLE, IN 46755 | Advisory (Participants) | $7,374 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $53 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,645 | $89,355+262.2% | $141,162+129.3% | $72,985+343.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | -10.89% | 111.85%-122.7pp | 71.39%-82.3pp | 81.00%-91.9pp |
| Employer contribution / active EE | $8,492 | $3,114+172.7% | $4,735+79.3% | $2,440+248.1% |
| Participant deferral / active EE | $3,992 | $5,418-26.3% | $6,709-40.5% | $3,607+10.6% |
| Admin fee / account holder | $3,982 | $5,958-33.2% | $10,261-61.2% | $5,124-22.3% |