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 Filed as: AMERICAN UNITED LIFE INSURANCE Service code 66 | Insurance mortality and expense charg... | $15,750 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $1,194 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,049 | $45,031-68.8% | $84,966-83.5% | $77,643-81.9% |
| Participation rate | 6.3% | 48.7%-42.4pp | 67.5%-61.2pp | 70.6%-64.3pp |
| Annual return | 10.05% | 79.22%-69.2pp | 66.38%-56.3pp | 31.24%-21.2pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $537 | $2,807-80.9% | $4,519-88.1% | $4,647-88.4% |
| Admin fee / account holder | $11 | $912-98.8% | $6,149-99.8% | $430-97.4% |