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 4-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 250 W. NORTH STREET · INDIANOPOLIS, IN 46202 | Recordkeeping | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $2,955 | $26,549-88.9% | $61,373-95.2% | $66,914-95.6% |
| Participation rate | 84.8% | 38.1%+46.7pp | 52.6%+32.3pp | 69.8%+15.0pp |
| Annual return | 13.90% | -16.21%+30.1pp | 338.61%-324.7pp | 1.58%+12.3pp |
| Employer contribution / active EE | $1,558 | $651+139.1% | $1,159+34.3% | $2,544-38.8% |
| Participant deferral / active EE | $238 | $1,338-82.2% | $2,125-88.8% | $4,237-94.4% |
| Admin fee / account holder | $13 | $409-96.8% | $2,130-99.4% | $593-97.8% |