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 INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $79,642 |
Filed as: RAYMOND JAMES AND ASSOC INC Service code 16 · EIN 59-1237041 | Consulting | $45,871 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,841 | $56,423-32.9% | $77,163-51.0% | $71,457-47.0% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 19.43% | 19.05%+0.4pp | 37.87%-18.4pp | 28.85%-9.4pp |
| Employer contribution / active EE | $3,244 | $1,866+73.9% | $2,535+28.0% | $2,588+25.4% |
| Participant deferral / active EE | $3,165 | $3,142+0.7% | $3,833-17.4% | $4,289-26.2% |
| Admin fee / account holder | $14 | $1,429-99.0% | $5,472-99.7% | $1,587-99.1% |