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 | $83,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,791 | $106,028-48.3% | $146,958-62.7% | $77,643-29.4% |
| Participation rate | 95.3% | 78.4%+17.0pp | 82.2%+13.2pp | 70.6%+24.8pp |
| Annual return | 33.75% | 56.73%-23.0pp | 418.34%-384.6pp | 31.24%+2.5pp |
| Employer contribution / active EE | $2,884 | $4,063-29.0% | $4,933-41.5% | $2,726+5.8% |
| Participant deferral / active EE | $4,530 | $7,990-43.3% | $8,070-43.9% | $4,647-2.5% |
| Admin fee / account holder | $8 | $337-97.7% | $12,998-99.9% | $430-98.2% |