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... | $60,356 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $38,827 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,888 |
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 | $55,363 | $47,126+17.5% | $149,673-63.0% | $74,419-25.6% |
| Participation rate | 81.6% | 63.4%+18.2pp | 78.8%+2.8pp | 70.7%+10.8pp |
| Annual return | 20.18% | 22.75%-2.6pp | 134.42%-114.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $12,524 | $1,905+557.3% | $4,818+160.0% | $2,637+374.8% |
| Participant deferral / active EE | $6,570 | $2,728+140.8% | $5,680+15.7% | $4,528+45.1% |
| Admin fee / account holder | $100 | $343-70.9% | $13,210-99.2% | $348-71.4% |