See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $53,689 |
NFP RETIREMENT INC8 years Service code 16 · EIN 33-0905143 | Consulting | $29,515 |
Annual investment return 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 | $46,344 | $72,994-36.5% | $120,354-61.5% | $77,643-40.3% |
| Participation rate | 82.4% | 55.2%+27.1pp | 71.9%+10.5pp | 70.6%+11.8pp |
| Annual return | 10.73% | 18.23%-7.5pp | 107.15%-96.4pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,870 | $1,793+4.3% | $3,463-46.0% | $2,726-31.4% |
| Participant deferral / active EE | $2,884 | $3,011-4.2% | $4,991-42.2% | $4,647-37.9% |
| Admin fee / account holder | $5 | $658-99.2% | $9,423-99.9% | $430-98.8% |