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 INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $31,545 |
ACUMEN WEALTH ADVISORS1 year Filed as: ACUMENT WEALTH ADVISORS LLC Service code 26 · EIN 45-3959629 | Advisory (Participants) | $13,468 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,161 | $60,795-73.4% | $69,455-76.7% | $65,185-75.2% |
| Participation rate | 97.8% | 74.9%+22.9pp | 74.6%+23.1pp | 70.2%+27.6pp |
| Annual return | 22.37% | 17.46%+4.9pp | 28.97%-6.6pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,036 | $2,452-57.8% | $2,779-62.7% | $2,177-52.4% |
| Participant deferral / active EE | $1,230 | $3,162-61.1% | $3,535-65.2% | $3,514-65.0% |
| Admin fee / account holder | $96 | $314-69.5% | $3,839-97.5% | $847-88.7% |