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 | $20,726 |
Annual investment return 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 | $16,288 | $62,624-74.0% | $177,989-90.8% | $77,643-79.0% |
| Participation rate | 79.7% | 66.8%+12.8pp | 77.1%+2.6pp | 70.6%+9.1pp |
| Annual return | 10.90% | 16.16%-5.3pp | 294.48%-283.6pp | 31.24%-20.3pp |
| Employer contribution / active EE | $807 | $1,909-57.7% | $3,949-79.6% | $2,726-70.4% |
| Participant deferral / active EE | $1,727 | $4,219-59.1% | $6,276-72.5% | $4,647-62.8% |
| Admin fee / account holder | $45 | $386-88.2% | $10,363-99.6% | $430-89.4% |