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 | Other insurance wrap fees; Insurance ... | $6,398 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $175 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,506 | $41,647-67.6% | $96,139-86.0% | $86,799-84.4% |
| Participation rate | 10.6% | 50.2%-39.6pp | 68.4%-57.8pp | 72.3%-61.7pp |
| Annual return | 10.79% | 27.24%-16.5pp | 191.94%-181.2pp | 97.91%-87.1pp |
| Employer contribution / active EE | $342 | $1,318-74.0% | $2,797-87.8% | $2,405-85.8% |
| Participant deferral / active EE | $961 | $2,412-60.2% | $4,349-77.9% | $4,131-76.7% |
| Admin fee / account holder | $30 | $169-82.5% | $5,537-99.5% | $170-82.5% |