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 INS CO Service code 37 · EIN 35-0145825 | Loan Processing | $13,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,103 | $70,908-44.9% | $98,907-60.5% | $73,488-46.8% |
| Participation rate | 27.8% | 73.8%-46.0pp | 76.0%-48.2pp | 70.7%-42.9pp |
| Annual return | 25.25% | 34.17%-8.9pp | 196.43%-171.2pp | 28.51%-3.3pp |
| Employer contribution / active EE | $1,007 | $2,036-50.5% | $2,689-62.5% | $2,270-55.6% |
| Participant deferral / active EE | $1,771 | $3,500-49.4% | $4,244-58.3% | $3,740-52.6% |
| Admin fee / account holder | $33 | $535-93.8% | $6,642-99.5% | $513-93.5% |