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 |
|---|---|---|
ARISTA ADVISORY GROUP1 year Service code 26 · EIN 82-4140558 | Advisory (Participants) | $22,706 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,331 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 37 · EIN 35-0145825 | Loan Processing | $5,493 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,685 | $104,475-60.1% | $159,436-73.9% | $79,386-47.5% |
| Participation rate | 94.1% | 76.6%+17.5pp | 82.8%+11.2pp | 70.7%+23.4pp |
| Annual return | 17.36% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,727 | $3,417-49.5% | $4,829-64.2% | $2,427-28.9% |
| Participant deferral / active EE | $5,106 | $6,467-21.1% | $7,352-30.6% | $4,046+26.2% |
| Admin fee / account holder | $144 | $711-79.7% | $10,799-98.7% | $626-77.0% |