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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $18,010 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
See 1 actuary disclosure. $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.
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 | $0 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -0.68% | -0.60%-0.1pp | -0.22%-0.5pp | -0.60%-0.1pp |
| Employer contribution / active EE | $1,992 | $12,272-83.8% | $35,165-94.3% | $12,272-83.8% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |