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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $14,443 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,766 | $54,558-49.1% | $76,002-63.5% | $74,546-62.8% |
| Participation rate | 61.8% | 60.3%+1.5pp | 69.1%-7.2pp | 67.2%-5.4pp |
| Annual return | 6.78% | 31.83%-25.1pp | 360.07%-353.3pp | 1366.03%-1359.3pp |
| Employer contribution / active EE | $0 | $1,778-100.0% | $2,688-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $2,085 | $3,065-32.0% | $4,257-51.0% | $4,347-52.0% |
| Admin fee / account holder | $11 | $2,232-99.5% | $6,414-99.8% | $1,944-99.4% |