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 COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $26,672 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $68,139 | $50,815+34.1% | $155,509-56.2% | $77,643-12.2% |
| Participation rate | 67.4% | 63.1%+4.3pp | 78.2%-10.8pp | 70.6%-3.2pp |
| Annual return | 16.00% | 34.80%-18.8pp | 64.67%-48.7pp | 31.24%-15.2pp |
| Employer contribution / active EE | $1,915 | $1,993-3.9% | $4,672-59.0% | $2,726-29.7% |
| Participant deferral / active EE | $2,151 | $2,822-23.8% | $5,626-61.8% | $4,647-53.7% |
| Admin fee / account holder | $15 | $437-96.5% | $15,912-99.9% | $430-96.5% |