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 | $1,221 |
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 | $43,599 | $55,415-21.3% | $155,509-72.0% | $74,495-41.5% |
| Participation rate | 46.5% | 61.9%-15.4pp | 78.2%-31.7pp | 67.2%-20.7pp |
| Annual return | 13.94% | 268.50%-254.6pp | 64.67%-50.7pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $847 | $2,267-62.6% | $4,672-81.9% | $2,623-67.7% |
| Participant deferral / active EE | $2,820 | $2,836-0.6% | $5,626-49.9% | $4,346-35.1% |
| Admin fee / account holder | $33 | $1,738-98.1% | $15,912-99.8% | $1,942-98.3% |