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... | $48,910 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $32,363 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,003 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 16 · EIN 47-1411118 | Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,754 | $65,061-42.0% | $143,757-73.7% | $66,914-43.6% |
| Participation rate | 89.5% | 65.2%+24.3pp | 80.3%+9.2pp | 69.8%+19.7pp |
| Annual return | -17.57% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $9,507 | $2,361+302.7% | $4,951+92.0% | $2,544+273.7% |
| Participant deferral / active EE | $5,538 | $2,919+89.7% | $5,637-1.8% | $4,237+30.7% |
| Admin fee / account holder | $76 | $502-84.9% | $14,673-99.5% | $593-87.2% |