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 15 · EIN 35-0145825 | Recordkeeping | $5,594 |
KOBO WEALTH CONSERVANCY2+ years Service code 26 · EIN 20-8546080 | Advisory (Participants) | $5,426 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,177 | $56,629-32.6% | $77,999-51.1% | $55,167-30.8% |
| Participation rate | 71.5% | 73.3%-1.8pp | 75.5%-4.0pp | 69.0%+2.5pp |
| Annual return | 6.19% | 2866.98%-2860.8pp | 425.96%-419.8pp | 169.23%-163.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $916 | $2,777-67.0% | $3,497-73.8% | $3,054-70.0% |
| Admin fee / account holder | $35 | $467-92.5% | $5,480-99.4% | $504-93.1% |