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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $19,167 |
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $554 |
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 | $81,267 | $58,655+38.5% | $91,989-11.7% | $65,185+24.7% |
| Participation rate | 89.3% | 75.3%+14.0pp | 78.6%+10.6pp | 70.2%+19.1pp |
| Annual return | 25.32% | 33.92%-8.6pp | 69.02%-43.7pp | 29.38%-4.1pp |
| Employer contribution / active EE | $6,536 | $2,080+214.1% | $3,452+89.3% | $2,177+200.3% |
| Participant deferral / active EE | $9,042 | $5,474+65.2% | $5,923+52.7% | $3,514+157.3% |
| Admin fee / account holder | $3 | $434-99.4% | $7,743-100.0% | $847-99.7% |