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 15 · EIN 35-0145825 | Recordkeeping | $29,520 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,589 | $62,928-78.4% | $172,739-92.1% | $67,579-79.9% |
| Participation rate | 95.4% | 64.5%+30.9pp | 82.6%+12.7pp | 71.3%+24.1pp |
| Annual return | 226.84% | 30.36%+196.5pp | 802.84%-576.0pp | 378.56%-151.7pp |
| Employer contribution / active EE | $634 | $1,636-61.2% | $5,143-87.7% | $2,148-70.5% |
| Participant deferral / active EE | $1,515 | $2,145-29.3% | $5,198-70.8% | $3,539-57.2% |
| Admin fee / account holder | $15 | $167-90.9% | $13,954-99.9% | $142-89.4% |