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 | $16,918 |
PASI, LLC5 years Service code 13 · EIN 26-1407927 | Contract Administrator | $10,723 |
Service code 52 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,452 | $61,156-66.6% | $185,823-89.0% | $79,386-74.2% |
| Participation rate | 79.9% | 66.6%+13.3pp | 81.7%-1.8pp | 70.7%+9.2pp |
| Annual return | 14.97% | 19.45%-4.5pp | 122.05%-107.1pp | 116.85%-101.9pp |
| Employer contribution / active EE | $343 | $2,321-85.2% | $5,167-93.4% | $2,427-85.9% |
| Participant deferral / active EE | $1,191 | $2,789-57.3% | $5,568-78.6% | $4,046-70.6% |
| Admin fee / account holder | $109 | $710-84.6% | $16,237-99.3% | $626-82.5% |