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 INVESTMENT5 years Filed as: AMI INVESTMENTS Service code 26 · EIN 35-1954247 P.O. BOX 247 · KENDALLVILLE, IN 46755 | Advisory (Participants) | $11,662 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $110 |
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 | $292,101 | $105,181+177.7% | $159,436+83.2% | $85,850+240.2% |
| Participation rate | 87.8% | 75.8%+12.0pp | 82.8%+4.9pp | 69.3%+18.4pp |
| Annual return | 4.39% | 45.07%-40.7pp | 263.57%-259.2pp | 318.53%-314.1pp |
| Employer contribution / active EE | $12,244 | $3,318+269.0% | $4,829+153.5% | $2,565+377.3% |
| Participant deferral / active EE | $3,190 | $5,945-46.3% | $7,352-56.6% | $3,952-19.3% |
| Admin fee / account holder | $10,959 | $6,933+58.1% | $10,799+1.5% | $6,260+75.1% |