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 |
|---|---|---|
Service code 66 | Other insurance wrap fees; Insurance ... | $17,425 |
WELL AND GOOD LLC1 year Service code 26 · EIN 05-1560115 | Advisory (Participants) | $8,743 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,841 | $49,227+86.6% | $70,449+30.4% | $79,858+15.0% |
| Participation rate | 59.0% | 69.2%-10.1pp | 75.1%-16.0pp | 69.6%-10.6pp |
| Annual return | 8.45% | 30.06%-21.6pp | 109.03%-100.6pp | 31.71%-23.3pp |
| Employer contribution / active EE | $2,969 | $2,099+41.5% | $2,737+8.5% | $2,471+20.2% |
| Participant deferral / active EE | $3,664 | $2,768+32.4% | $3,709-1.2% | $3,740-2.0% |
| Admin fee / account holder | $118 | $2,878-95.9% | $3,845-96.9% | $5,306-97.8% |