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 | $1,574 |
Annual investment return 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 | $3,859 | $27,839-86.1% | $58,482-93.4% | $71,457-94.6% |
| Participation rate | 83.2% | 34.5%+48.7pp | 50.9%+32.4pp | 67.9%+15.3pp |
| Annual return | 10.70% | 26.81%-16.1pp | 4239.32%-4228.6pp | 28.85%-18.1pp |
| Employer contribution / active EE | $1,375 | $631+118.0% | $1,053+30.5% | $2,588-46.9% |
| Participant deferral / active EE | $259 | $1,206-78.5% | $1,924-86.5% | $4,289-94.0% |
| Admin fee / account holder | $19 | $1,641-98.8% | $2,516-99.2% | $1,587-98.8% |