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 INS. CO Service code 15 · EIN 35-0145825 | Recordkeeping | $55,432 |
FINANCIAL MGM NTWK INC2 years Filed as: FINANCIAL MGM NTWK INC. Service code 16 | Consulting | $17,156 |
Filed as: RAYMOND, REEVES & STOUT LLP Service code 15 · EIN 95-3731313 1423 S HIGLEY RD · MESA, AZ 85206 | Recordkeeping | $8,005 |
FINANCIAL MGM NTWK INC4 years Service code 16 · EIN 33-0490707 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $54,001 | $73,360-26.4% | $177,989-69.7% | $74,495-27.5% |
| Participation rate | 62.4% | 66.6%-4.2pp | 77.1%-14.7pp | 67.2%-4.8pp |
| Annual return | 15.56% | 17.49%-1.9pp | 294.48%-278.9pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $787 | $2,216-64.5% | $3,949-80.1% | $2,623-70.0% |
| Participant deferral / active EE | $1,616 | $4,513-64.2% | $6,276-74.3% | $4,346-62.8% |
| Admin fee / account holder | $194 | $1,808-89.3% | $10,363-98.1% | $1,942-90.0% |