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 | $16,103 |
PASI, LLC4 years Service code 13 · EIN 26-1407927 | Contract Administrator | $6,959 |
Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant 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 | $15,724 | $58,879-73.3% | $178,490-91.2% | $73,488-78.6% |
| Participation rate | 77.9% | 66.2%+11.7pp | 81.9%-4.0pp | 70.7%+7.3pp |
| Annual return | 18.23% | 24.86%-6.6pp | 151.07%-132.8pp | 28.51%-10.3pp |
| Employer contribution / active EE | $304 | $2,236-86.4% | $5,011-93.9% | $2,270-86.6% |
| Participant deferral / active EE | $964 | $2,567-62.4% | $5,202-81.5% | $3,740-74.2% |
| Admin fee / account holder | $69 | $400-82.7% | $13,984-99.5% | $513-86.5% |