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 CO11+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $24,838 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,795 | $49,915-54.3% | $154,803-85.3% | $74,304-69.3% |
| Participation rate | 92.7% | 54.0%+38.8pp | 78.1%+14.6pp | 60.3%+32.4pp |
| Annual return | 11.44% | 34.06%-22.6pp | 58.88%-47.4pp | 29.43%-18.0pp |
| Employer contribution / active EE | $818 | $1,611-49.3% | $4,305-81.0% | $2,241-63.5% |
| Participant deferral / active EE | $2,112 | $2,255-6.4% | $5,540-61.9% | $3,767-44.0% |
| Admin fee / account holder | $9 | $2,189-99.6% | $14,329-99.9% | $2,969-99.7% |