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 |
|---|---|---|
Service code 52 | Indirect Investment Fees | $35,586 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,738 | $47,977-23.4% | $154,107-76.2% | $56,287-34.7% |
| Participation rate | 73.4% | 66.2%+7.2pp | 83.0%-9.6pp | 69.9%+3.6pp |
| Annual return | -3.55% | 3.54%-7.1pp | 735.12%-738.7pp | -9.96%+6.4pp |
| Employer contribution / active EE | $859 | $2,169-60.4% | $5,298-83.8% | $2,111-59.3% |
| Participant deferral / active EE | $1,509 | $2,392-36.9% | $5,081-70.3% | $3,350-55.0% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |