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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Insurance mortality and expense charg... | $22,665 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $17,897 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $659 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
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 | $25,236 | $52,953-52.3% | $172,739-85.4% | $65,185-61.3% |
| Participation rate | 64.8% | 66.2%-1.4pp | 82.6%-17.9pp | 70.2%-5.4pp |
| Annual return | 20.73% | 30.12%-9.4pp | 802.84%-782.1pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,855 | $2,190-15.3% | $5,143-63.9% | $2,177-14.8% |
| Participant deferral / active EE | $3,050 | $2,471+23.4% | $5,198-41.3% | $3,514-13.2% |
| Admin fee / account holder | $52 | $472-89.0% | $13,954-99.6% | $847-93.9% |