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 INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $443 |
Filed as: AMERICAN UNITED LIFE INSRUANCE CO. Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $0 |
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 | $30,425 | $52,293-41.8% | $178,490-83.0% | $73,409-58.6% |
| Participation rate | 80.2% | 65.3%+14.8pp | 81.9%-1.8pp | 72.2%+8.0pp |
| Annual return | 18.26% | 34.75%-16.5pp | 151.07%-132.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $4,331 | $1,735+149.6% | $5,011-13.6% | $2,234+93.9% |
| Participant deferral / active EE | $3,380 | $2,332+44.9% | $5,202-35.0% | $3,805-11.2% |
| Admin fee / account holder | $47 | $127-63.1% | $13,984-99.7% | $158-70.2% |