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 Service code 66 | Insurance mortality and expense charg... | $6,398 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,506 | $39,948-71.2% | $89,391-87.1% | $73,409-84.3% |
| Participation rate | 14.1% | 50.4%-36.3pp | 68.0%-53.9pp | 72.2%-58.1pp |
| Annual return | 12.31% | 50.12%-37.8pp | 245.62%-233.3pp | 59.29%-47.0pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,586-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $817 | $2,193-62.7% | $3,890-79.0% | $3,805-78.5% |
| Admin fee / account holder | $8 | $134-94.3% | $4,881-99.8% | $158-95.2% |