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 | Other insurance wrap fees; Insurance ... | $80,080 |
Filed as: GLOBAL RETIREMETN PARTNERS Service code 16 | Consulting | $62,110 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $1,684 |
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 | $74,559 | $50,815+46.7% | $155,509-52.1% | $77,643-4.0% |
| Participation rate | 82.0% | 63.1%+18.9pp | 78.2%+3.8pp | 70.6%+11.4pp |
| Annual return | 14.69% | 34.80%-20.1pp | 64.67%-50.0pp | 31.24%-16.5pp |
| Employer contribution / active EE | $15,938 | $1,993+699.8% | $4,672+241.1% | $2,726+484.7% |
| Participant deferral / active EE | $7,039 | $2,822+149.4% | $5,626+25.1% | $4,647+51.5% |
| Admin fee / account holder | $141 | $437-67.8% | $15,912-99.1% | $430-67.4% |