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 9-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 | $55,704 |
Filed as: COMMONWEALTH FINANCIAL NETWO Service code 16 · EIN 04-2675571 | Consulting | $30,474 |
Filed as: FUTURE CAPITAL Service code 26 · EIN 62-1823351 | Advisory (Participants) | $19,001 |
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 | $59,318 | $84,556-29.8% | $116,228-49.0% | $74,304-20.2% |
| Participation rate | 85.8% | 66.0%+19.8pp | 74.6%+11.3pp | 60.3%+25.5pp |
| Annual return | 4.82% | 18.35%-13.5pp | 90.06%-85.2pp | 29.43%-24.6pp |
| Employer contribution / active EE | $2,191 | $2,168+1.1% | $2,994-26.8% | $2,241-2.2% |
| Participant deferral / active EE | $3,679 | $3,814-3.6% | $4,953-25.7% | $3,767-2.3% |
| Admin fee / account holder | $106 | $3,792-97.2% | $11,989-99.1% | $2,969-96.4% |