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 9-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 | $37,039 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,550 | $52,406-47.4% | $129,207-78.7% | $74,495-63.0% |
| Participation rate | 78.0% | 53.8%+24.2pp | 69.6%+8.4pp | 67.2%+10.8pp |
| Annual return | 11.78% | 15.66%-3.9pp | 9417.33%-9405.5pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,168 | $1,531-23.7% | $4,153-71.9% | $2,623-55.5% |
| Participant deferral / active EE | $1,685 | $2,794-39.7% | $4,168-59.6% | $4,346-61.2% |
| Admin fee / account holder | $3 | $2,633-99.9% | $7,715-100.0% | $1,942-99.8% |