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 | $13,972 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,699 | $87,013-16.5% | $106,213-31.6% | $80,856-10.1% |
| Participation rate | 97.7% | 70.4%+27.3pp | 75.3%+22.4pp | 67.6%+30.1pp |
| Annual return | 10.47% | 17.05%-6.6pp | 116.14%-105.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,857 | $2,395+19.3% | $3,171-9.9% | $2,755+3.7% |
| Participant deferral / active EE | $5,484 | $3,986+37.6% | $5,016+9.3% | $4,296+27.6% |
| Admin fee / account holder | $33 | $8,431-99.6% | $11,033-99.7% | $6,918-99.5% |