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 | $37,259 |
RETIREMENT, LLC1 year Filed as: MJ RETIREMENT Service code 26 · EIN 45-5291215 | Advisory (Participants) | $23,193 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,984 | $50,815-46.9% | $155,509-82.6% | $77,643-65.2% |
| Participation rate | 82.4% | 63.1%+19.3pp | 78.2%+4.2pp | 70.6%+11.9pp |
| Annual return | 15.09% | 34.80%-19.7pp | 64.67%-49.6pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,080 | $1,993+4.4% | $4,672-55.5% | $2,726-23.7% |
| Participant deferral / active EE | $2,475 | $2,822-12.3% | $5,626-56.0% | $4,647-46.8% |
| Admin fee / account holder | $89 | $437-79.5% | $15,912-99.4% | $430-79.2% |