See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $60,261 |
CSENGE ADVISORY GROUP, LLC4 years Filed as: CSENGE ADVISORY GROUP Service code 26 · EIN 59-3643590 | Advisory (Participants) | $56,092 |
Annual investment return 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 | $93,005 | $60,323+54.2% | $81,812+13.7% | $74,495+24.8% |
| Participation rate | 82.5% | 62.9%+19.7pp | 72.3%+10.2pp | 67.2%+15.3pp |
| Annual return | 6.38% | 16.90%-10.5pp | 773.79%-767.4pp | 1364.94%-1358.6pp |
| Employer contribution / active EE | $2,140 | $2,620-18.3% | $2,912-26.5% | $2,623-18.4% |
| Participant deferral / active EE | $2,884 | $3,387-14.9% | $4,319-33.2% | $4,346-33.6% |
| Admin fee / account holder | $2 | $1,486-99.9% | $7,386-100.0% | $1,942-99.9% |