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 | $341 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,194 | $61,156-34.3% | $185,823-78.4% | $79,386-49.4% |
| Participation rate | 84.0% | 66.6%+17.3pp | 81.7%+2.3pp | 70.7%+13.2pp |
| Annual return | 14.68% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $6,050 | $2,321+160.7% | $5,167+17.1% | $2,427+149.2% |
| Participant deferral / active EE | $4,454 | $2,789+59.7% | $5,568-20.0% | $4,046+10.1% |
| Admin fee / account holder | $73 | $710-89.7% | $16,237-99.6% | $626-88.4% |