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 | $52,397 |
ERISA SERVICES, INC.3 years Filed as: ERISA SERVICES Service code 28 · EIN 62-1200951 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,097 | $101,317+33.3% | $146,958-8.1% | $74,495+81.4% |
| Participation rate | 67.1% | 75.5%-8.4pp | 82.2%-15.1pp | 67.2%-0.1pp |
| Annual return | 15.35% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,809 | $3,810-52.5% | $4,933-63.3% | $2,623-31.0% |
| Participant deferral / active EE | $7,248 | $7,303-0.8% | $8,070-10.2% | $4,346+66.8% |
| Admin fee / account holder | $26 | $1,739-98.5% | $12,998-99.8% | $1,942-98.7% |