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 | $53,508 |
Filed as: ONEDIGITAL INVESTMENT ADVSRS Service code 16 · EIN 43-1451524 | Consulting | $20,566 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,824 | $55,416-48.0% | $75,972-62.1% | $77,643-62.9% |
| Participation rate | 83.6% | 63.6%+20.0pp | 69.1%+14.5pp | 70.6%+13.0pp |
| Annual return | 13.61% | 17.07%-3.5pp | 359.55%-345.9pp | 31.24%-17.6pp |
| Employer contribution / active EE | $1,760 | $1,788-1.5% | $2,685-34.4% | $2,726-35.4% |
| Participant deferral / active EE | $2,198 | $3,447-36.2% | $4,255-48.4% | $4,647-52.7% |
| Admin fee / account holder | $18 | $414-95.5% | $6,467-99.7% | $430-95.7% |