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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $10,125 |
Filed as: AMERICAN UNITIED LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,992 | $46,966-68.1% | $185,117-91.9% | $69,631-78.5% |
| Participation rate | 41.1% | 65.3%-24.2pp | 77.3%-36.2pp | 70.7%-29.6pp |
| Annual return | 18.08% | 22.36%-4.3pp | 40.50%-22.4pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $775 | $1,360-43.0% | $4,182-81.5% | $2,032-61.9% |
| Participant deferral / active EE | $1,257 | $3,017-58.3% | $5,045-75.1% | $3,224-61.0% |
| Admin fee / account holder | $23 | $94-75.9% | $8,159-99.7% | $110-79.5% |