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 REALTY ADVISORS1 year Filed as: AMERICAN LIFE INSURANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $25,376 |
Filed as: CAMBRIDGE INV RESEARCH ADVISORS Service code 16 | Consulting | $5,945 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $1,642 |
Filed as: CAMBRIDGE INV RSRCH ADVISORS Service code 16 · EIN 42-1445429 711 E MAIN ST · SPARTANBURG, SC 29302 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,216 | $83,884-53.2% | $64,056-38.8% | $74,419-47.3% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.3%-22.3pp | 70.7%-20.7pp |
| Annual return | 5.19% | 16.57%-11.4pp | 33.69%-28.5pp | 34.38%-29.2pp |
| Employer contribution / active EE | $1,302 | $3,084-57.8% | $2,747-52.6% | $2,637-50.6% |
| Participant deferral / active EE | $2,262 | $3,692-38.7% | $3,880-41.7% | $4,528-50.1% |
| Admin fee / account holder | $88 | $196-55.1% | $3,068-97.1% | $348-74.7% |