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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $35,512 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $8,983 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,549 | $61,774+57.9% | $97,226+0.3% | $80,856+20.6% |
| Participation rate | 52.9% | 63.5%-10.6pp | 72.7%-19.7pp | 67.6%-14.7pp |
| Annual return | 15.00% | -557.90%+572.9pp | 75.13%-60.1pp | 35.59%-20.6pp |
| Employer contribution / active EE | $1,997 | $1,837+8.8% | $2,729-26.8% | $2,755-27.5% |
| Participant deferral / active EE | $3,404 | $3,029+12.4% | $4,264-20.2% | $4,296-20.8% |
| Admin fee / account holder | $113 | $5,166-97.8% | $5,654-98.0% | $6,918-98.4% |