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 | $19,259 |
Annual investment return 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 | $9,871 | $48,795-79.8% | $65,493-84.9% | $84,808-88.4% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 8.22% | 20.20%-12.0pp | 982.45%-974.2pp | 40.90%-32.7pp |
| Employer contribution / active EE | $1,180 | $1,930-38.8% | $2,574-54.1% | $2,631-55.1% |
| Participant deferral / active EE | $882 | $2,928-69.9% | $3,961-77.7% | $4,212-79.1% |
| Admin fee / account holder | $28 | $3,877-99.3% | $5,028-99.4% | $7,344-99.6% |