See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $41,699 |
Filed as: KESTRA INVESTMENT SERVICES Service code 16 · EIN 74-2794194 | Consulting | $15,852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,794 | $50,815-41.4% | $155,509-80.8% | $77,643-61.6% |
| Participation rate | 68.6% | 63.1%+5.5pp | 78.2%-9.6pp | 70.6%-2.0pp |
| Annual return | 16.47% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,214 | $1,993-39.1% | $4,672-74.0% | $2,726-55.5% |
| Participant deferral / active EE | $2,141 | $2,822-24.1% | $5,626-61.9% | $4,647-53.9% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-97.9% |