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 | $38,967-37.8% | $86,233-71.9% | $79,634-69.5% |
| Participation rate | 58.4% | 34.1%+24.3pp | 69.0%-10.6pp | 62.5%-4.1pp |
| Annual return | 18.64% | 49.90%-31.3pp | 61.39%-42.7pp | 36.46%-17.8pp |
| Employer contribution / active EE | $642 | $868-26.1% | $2,504-74.4% | $2,529-74.6% |
| Participant deferral / active EE | $1,803 | $1,663+8.5% | $4,559-60.5% | $3,835-53.0% |
| Admin fee / account holder | $18 | $2,660-99.3% | $8,342-99.8% | $1,002-98.2% |