See peer percentile detail. $4.99 for your first month.
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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 | $38,202 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $13,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,734 | $50,815+13.6% | $155,509-62.9% | $77,643-25.6% |
| Participation rate | 40.0% | 63.1%-23.1pp | 78.2%-38.1pp | 70.6%-30.5pp |
| Annual return | 15.57% | 34.80%-19.2pp | 64.67%-49.1pp | 31.24%-15.7pp |
| Employer contribution / active EE | $447 | $1,993-77.6% | $4,672-90.4% | $2,726-83.6% |
| Participant deferral / active EE | $1,826 | $2,822-35.3% | $5,626-67.5% | $4,647-60.7% |
| Admin fee / account holder | $6 | $437-98.6% | $15,912-100.0% | $430-98.6% |