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 13 · EIN 42-0127290 | Contract Administrator | $1,509 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,132 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,341 | $122,239-65.4% | $184,200-77.0% | $74,546-43.2% |
| Participation rate | 87.0% | 85.5%+1.6pp | 86.8%+0.2pp | 67.2%+19.8pp |
| Annual return | 11.51% | 19.95%-8.4pp | 28.80%-17.3pp | 1366.03%-1354.5pp |
| Employer contribution / active EE | $1,926 | $4,537-57.5% | $6,424-70.0% | $2,624-26.6% |
| Participant deferral / active EE | $4,120 | $7,139-42.3% | $9,132-54.9% | $4,347-5.2% |
| Admin fee / account holder | $22 | $1,260-98.3% | $13,907-99.8% | $1,944-98.9% |