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 | $79,577 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $14,076 |
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES Service code 26 · EIN 22-3570392 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,178 | $81,460+32.8% | $103,333+4.7% | $80,856+33.8% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.4pp | 67.6%+31.2pp |
| Annual return | 16.37% | 25.55%-9.2pp | 24.88%-8.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,299 | $3,105+38.4% | $3,868+11.1% | $2,755+56.0% |
| Participant deferral / active EE | $8,484 | $3,869+119.3% | $5,057+67.8% | $4,296+97.5% |
| Admin fee / account holder | $113 | $6,566-98.3% | $8,355-98.6% | $6,918-98.4% |