Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,318 | $80,705-26.5% | $115,768-48.8% | $67,986-12.8% |
| Participation rate | 85.8% | 63.0%+22.9pp | 74.4%+11.5pp | 57.2%+28.6pp |
| Annual return | 4.82% | 18.49%-13.7pp | 100.46%-95.6pp | 31.67%-26.8pp |
| Employer contribution / active EE | $2,191 | $2,046+7.1% | $2,940-25.5% | $2,019+8.5% |
| Participant deferral / active EE | $3,679 | $3,559+3.4% | $4,917-25.2% | $3,358+9.6% |
| Admin fee / account holder | $106 | $4,135-97.4% | $12,439-99.2% | $3,203-96.7% |