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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $49,151 |
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 | $76,583 | $50,815+50.7% | $155,509-50.8% | $77,643-1.4% |
| Participation rate | 33.0% | 63.1%-30.2pp | 78.2%-45.2pp | 70.6%-37.6pp |
| Annual return | 16.60% | 34.80%-18.2pp | 64.67%-48.1pp | 31.24%-14.6pp |
| Employer contribution / active EE | $922 | $1,993-53.7% | $4,672-80.3% | $2,726-66.2% |
| Participant deferral / active EE | $1,620 | $2,822-42.6% | $5,626-71.2% | $4,647-65.1% |
| Admin fee / account holder | $1 | $437-99.7% | $15,912-100.0% | $430-99.7% |