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 | $48,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,878 | $55,415-20.8% | $155,509-71.8% | $74,495-41.1% |
| Participation rate | 69.4% | 61.9%+7.5pp | 78.2%-8.8pp | 67.2%+2.2pp |
| Annual return | 15.09% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $1,231 | $2,267-45.7% | $4,672-73.7% | $2,623-53.1% |
| Participant deferral / active EE | $2,472 | $2,836-12.8% | $5,626-56.1% | $4,346-43.1% |
| Admin fee / account holder | $8 | $1,738-99.5% | $15,912-99.9% | $1,942-99.6% |