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 INS. CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $36,067 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,892 | $69,159+4.0% | $125,175-42.6% | $67,579+6.4% |
| Participation rate | 79.2% | 78.2%+1.0pp | 79.8%-0.6pp | 71.3%+7.9pp |
| Annual return | 16.15% | 27.12%-11.0pp | 43.79%-27.6pp | 378.56%-362.4pp |
| Employer contribution / active EE | $1,958 | $2,023-3.2% | $3,865-49.4% | $2,148-8.8% |
| Participant deferral / active EE | $4,243 | $3,700+14.7% | $4,937-14.1% | $3,539+19.9% |
| Admin fee / account holder | $251 | $142+77.1% | $9,702-97.4% | $142+76.4% |