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 | $28,134 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,334 | $58,778-45.0% | $129,295-75.0% | $77,671-58.4% |
| Participation rate | 31.9% | 59.2%-27.4pp | 69.6%-37.7pp | 70.6%-38.7pp |
| Annual return | 13.14% | 24.73%-11.6pp | 9429.28%-9416.1pp | 31.21%-18.1pp |
| Employer contribution / active EE | $549 | $1,952-71.9% | $4,157-86.8% | $2,726-79.9% |
| Participant deferral / active EE | $873 | $3,212-72.8% | $4,169-79.1% | $4,648-81.2% |
| Admin fee / account holder | $74 | $589-87.4% | $7,665-99.0% | $430-82.8% |