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 10-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 66 | Insurance mortality and expense charg... | $33,995 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 26 · EIN 47-1411118 | Advisory (Participants) | $17,231 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $2,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,053 | $78,485-65.5% | $106,213-74.5% | $74,495-63.7% |
| Participation rate | 71.7% | 72.8%-1.1pp | 75.3%-3.5pp | 67.2%+4.5pp |
| Annual return | 11.85% | 15.95%-4.1pp | 116.14%-104.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,061 | $2,523-58.0% | $3,171-66.6% | $2,623-59.6% |
| Participant deferral / active EE | $1,527 | $4,322-64.7% | $5,016-69.6% | $4,346-64.9% |
| Admin fee / account holder | $115 | $2,232-94.8% | $11,033-99.0% | $1,942-94.1% |