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 PORTFOLIOS ADVISORS Service code 26 · EIN 11-3600438 | Advisory (Participants) | $7,064 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 38 · EIN 35-0145825 | Participant Communication | $40 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,073-100.0% | $69,455-100.0% | $72,985-100.0% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 4.48% | 22.65%-18.2pp | 28.97%-24.5pp | 81.00%-76.5pp |
| Employer contribution / active EE | $3,083 | $2,054+50.1% | $2,779+10.9% | $2,440+26.4% |
| Participant deferral / active EE | $3,893 | $2,602+49.6% | $3,535+10.1% | $3,607+7.9% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |