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 |
|---|---|---|
ACUMEN WEALTH ADVISORS1 year Filed as: ACUMEN WEALTH ADVISORS LLC Service code 26 · EIN 45-3959629 | Advisory (Participants) | $17,286 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $5,678 |
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).
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 | $18,779 | $65,322-71.3% | $70,449-73.3% | $73,488-74.4% |
| Participation rate | 99.0% | 77.0%+22.0pp | 75.1%+23.9pp | 70.7%+28.3pp |
| Annual return | 16.74% | 15.71%+1.0pp | 109.03%-92.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,532 | $2,460+2.9% | $2,737-7.5% | $2,270+11.5% |
| Participant deferral / active EE | $1,578 | $3,375-53.3% | $3,709-57.5% | $3,740-57.8% |
| Admin fee / account holder | $106 | $214-50.7% | $3,845-97.3% | $513-79.4% |