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 | $88,298 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $48,430 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,895 | $54,193+123.1% | $93,606+29.2% | $77,643+55.7% |
| Participation rate | 22.8% | 63.9%-41.1pp | 68.7%-45.9pp | 70.6%-47.8pp |
| Annual return | 17.66% | 30.54%-12.9pp | 133.20%-115.5pp | 31.24%-13.6pp |
| Employer contribution / active EE | $190 | $1,168-83.7% | $2,420-92.2% | $2,726-93.0% |
| Participant deferral / active EE | $2,153 | $3,144-31.5% | $4,411-51.2% | $4,647-53.7% |
| Admin fee / account holder | $14 | $576-97.6% | $8,285-99.8% | $430-96.8% |