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 | $64,949 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,251 | $42,886-43.5% | $88,946-72.7% | $85,563-71.7% |
| Participation rate | 58.4% | 37.9%+20.5pp | 68.8%-10.5pp | 66.0%-7.6pp |
| Annual return | 18.64% | 44.56%-25.9pp | 57.82%-39.2pp | 31.51%-12.9pp |
| Employer contribution / active EE | $642 | $1,147-44.1% | $2,555-74.9% | $2,654-75.8% |
| Participant deferral / active EE | $1,803 | $2,108-14.5% | $4,581-60.6% | $4,375-58.8% |
| Admin fee / account holder | $18 | $2,263-99.2% | $8,261-99.8% | $834-97.8% |