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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $37,379 |
Service code 52 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,558 | $52,953-19.6% | $172,739-75.4% | $65,185-34.7% |
| Participation rate | 78.1% | 66.2%+11.9pp | 82.6%-4.6pp | 70.2%+7.9pp |
| Annual return | 20.96% | 30.12%-9.2pp | 802.84%-781.9pp | 29.38%-8.4pp |
| Employer contribution / active EE | $924 | $2,190-57.8% | $5,143-82.0% | $2,177-57.5% |
| Participant deferral / active EE | $1,726 | $2,471-30.1% | $5,198-66.8% | $3,514-50.9% |
| Admin fee / account holder | $0 | $472-100.0% | $13,954-100.0% | $847-100.0% |