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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $25,323 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,767 | $55,416+34.9% | $75,972-1.6% | $77,643-3.7% |
| Participation rate | 25.1% | 63.6%-38.5pp | 69.1%-44.0pp | 70.6%-45.5pp |
| Annual return | 15.38% | 17.07%-1.7pp | 359.55%-344.2pp | 31.24%-15.9pp |
| Employer contribution / active EE | $867 | $1,788-51.5% | $2,685-67.7% | $2,726-68.2% |
| Participant deferral / active EE | $1,569 | $3,447-54.5% | $4,255-63.1% | $4,647-66.2% |
| Admin fee / account holder | $16 | $414-96.1% | $6,467-99.7% | $430-96.2% |