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 | $54,474 |
ADAMSBROWN LLC4 years Service code 10 · EIN 84-3541096 | Accounting | $20,100 |
Filed as: CREATIVEONE SECURITIES Service code 26 · EIN 27-1408998 | Advisory (Participants) | $8,552 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,100 | $50,815-72.3% | $155,509-90.9% | $77,643-81.8% |
| Participation rate | 74.0% | 63.1%+10.9pp | 78.2%-4.2pp | 70.6%+3.4pp |
| Annual return | 10.39% | 34.80%-24.4pp | 64.67%-54.3pp | 31.24%-20.9pp |
| Employer contribution / active EE | $1,239 | $1,993-37.8% | $4,672-73.5% | $2,726-54.5% |
| Participant deferral / active EE | $1,663 | $2,822-41.1% | $5,626-70.4% | $4,647-64.2% |
| Admin fee / account holder | $41 | $437-90.6% | $15,912-99.7% | $430-90.5% |