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 | $3,685 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 22 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,270 | $60,349-20.0% | $74,183-34.9% | $62,891-23.2% |
| Participation rate | 25.0% | 72.7%-47.7pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 3.19% | 21.37%-18.2pp | 17.74%-14.5pp | 20.14%-17.0pp |
| Employer contribution / active EE | $400 | $1,680-76.2% | $2,370-83.1% | $2,281-82.5% |
| Participant deferral / active EE | $1,322 | $2,856-53.7% | $3,550-62.7% | $3,203-58.7% |
| Admin fee / account holder | $35 | $4,261-99.2% | $5,586-99.4% | $4,296-99.2% |