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 |
|---|---|---|
Service code 26 · EIN 47-3447827 1750 PRAIRIE CITY RD., #130-250 · FOLSOM, CA 95630 | Advisory (Participants) | $25,525 |
Service code 15 | Recordkeeping | $14,597 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $2,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,309 | $47,922+21.7% | $75,886-23.2% | $65,185-10.5% |
| Participation rate | 71.2% | 63.0%+8.2pp | 69.3%+1.9pp | 70.2%+1.0pp |
| Annual return | 4.54% | 24.12%-19.6pp | 30.76%-26.2pp | 29.38%-24.8pp |
| Employer contribution / active EE | $4,520 | $1,557+190.3% | $2,500+80.8% | $2,177+107.7% |
| Participant deferral / active EE | $882 | $2,550-65.4% | $3,603-75.5% | $3,514-74.9% |
| Admin fee / account holder | $243 | $532-54.2% | $5,418-95.5% | $847-71.3% |