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 | $62,048 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $19,707 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $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 | $121,781 | $63,114+93.0% | $92,893+31.1% | $65,185+86.8% |
| Participation rate | 89.4% | 68.8%+20.6pp | 76.0%+13.4pp | 70.2%+19.2pp |
| Annual return | 23.33% | 28.75%-5.4pp | 109.41%-86.1pp | 29.38%-6.1pp |
| Employer contribution / active EE | $4,155 | $2,571+61.6% | $3,653+13.8% | $2,177+90.9% |
| Participant deferral / active EE | $8,540 | $3,108+174.8% | $4,236+101.6% | $3,514+143.1% |
| Admin fee / account holder | $159 | $624-74.4% | $5,794-97.2% | $847-81.2% |