See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $115,398 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,868 | $122,239+79.0% | $184,203+18.8% | $74,495+193.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 13.07% | 19.95%-6.9pp | 28.81%-15.7pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,684 | $4,537+25.3% | $6,427-11.6% | $2,623+116.7% |
| Participant deferral / active EE | $7,767 | $7,139+8.8% | $9,131-14.9% | $4,346+78.7% |
| Admin fee / account holder | $7 | $1,260-99.4% | $13,901-99.9% | $1,942-99.6% |