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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $111,892 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $31,029 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $7,795 |
Employer contribution per participant 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 | $95,074 | $88,890+7.0% | $102,423-7.2% | $77,643+22.5% |
| Participation rate | 75.3% | 80.9%-5.7pp | 76.5%-1.2pp | 70.6%+4.7pp |
| Annual return | 13.51% | 24.98%-11.5pp | 29.32%-15.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $750 | $2,698-72.2% | $3,023-75.2% | $2,726-72.5% |
| Participant deferral / active EE | $4,057 | $5,145-21.2% | $5,053-19.7% | $4,647-12.7% |
| Admin fee / account holder | $24 | $235-89.9% | $9,451-99.7% | $430-94.5% |