See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $200 |
Filed as: AMERICAN UNITED LIFE INSURANCE LLC Service code 52 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,753 | $42,396-51.0% | $67,313-69.2% | $56,287-63.1% |
| Participation rate | 92.7% | 61.0%+31.7pp | 69.1%+23.6pp | 69.9%+22.8pp |
| Annual return | -7.30% | -36.63%+29.3pp | -4.08%-3.2pp | -9.96%+2.7pp |
| Employer contribution / active EE | $3,388 | $1,414+139.7% | $2,566+32.1% | $2,111+60.5% |
| Participant deferral / active EE | $2,105 | $2,360-10.8% | $3,568-41.0% | $3,350-37.2% |
| Admin fee / account holder | $3,856 | $510+656.7% | $4,507-14.4% | $521+640.2% |