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 ... | $7,303 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,792 | $34,677-68.9% | $77,024-86.0% | $64,808-83.3% |
| Participation rate | 9.3% | 49.8%-40.5pp | 67.9%-58.6pp | 71.5%-62.1pp |
| Annual return | -11.14% | -5.33%-5.8pp | 42.32%-53.5pp | 32.82%-44.0pp |
| Employer contribution / active EE | $115 | $1,370-91.6% | $2,812-95.9% | $2,506-95.4% |
| Participant deferral / active EE | $701 | $2,556-72.6% | $4,426-84.2% | $4,310-83.7% |
| Admin fee / account holder | $14 | $179-92.1% | $5,425-99.7% | $188-92.5% |