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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $54,732 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $18,757 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
LPL FINANCIAL4+ years Service code 28 · EIN 04-3046611 | Investment Management | $0 |
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 | $98,112 | $55,449+76.9% | $83,848+17.0% | $56,287+74.3% |
| Participation rate | 86.2% | 68.0%+18.2pp | 76.1%+10.1pp | 69.9%+16.4pp |
| Annual return | -5.22% | -1.38%-3.8pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,679 | $2,430+10.2% | $3,631-26.2% | $2,111+26.9% |
| Participant deferral / active EE | $7,476 | $2,935+154.7% | $4,082+83.2% | $3,350+123.2% |
| Admin fee / account holder | $158 | $656-75.9% | $5,478-97.1% | $521-69.7% |