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 INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $17,862 |
Service code 52 | Indirect Investment Fees | $0 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 | Contract Administrator | $0 |
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 | $16,794 | $52,953-68.3% | $172,739-90.3% | $65,185-74.2% |
| Participation rate | 81.9% | 66.2%+15.7pp | 82.6%-0.7pp | 70.2%+11.7pp |
| Annual return | 20.96% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $339 | $2,190-84.5% | $5,143-93.4% | $2,177-84.4% |
| Participant deferral / active EE | $1,080 | $2,471-56.3% | $5,198-79.2% | $3,514-69.3% |
| Admin fee / account holder | $87 | $472-81.7% | $13,954-99.4% | $847-89.8% |