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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $43,305 |
Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,716 | $62,928-28.9% | $172,739-74.1% | $67,579-33.8% |
| Participation rate | 42.1% | 64.5%-22.4pp | 82.6%-40.6pp | 71.3%-29.2pp |
| Annual return | 19.64% | 30.36%-10.7pp | 802.84%-783.2pp | 378.56%-358.9pp |
| Employer contribution / active EE | $354 | $1,636-78.3% | $5,143-93.1% | $2,148-83.5% |
| Participant deferral / active EE | $1,369 | $2,145-36.2% | $5,198-73.7% | $3,539-61.3% |
| Admin fee / account holder | $0 | $167-100.0% | $13,954-100.0% | $142-100.0% |