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 9-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 | $3,023 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,579 | $37,196-85.0% | $154,107-96.4% | $55,725-90.0% |
| Participation rate | 35.9% | 64.1%-28.2pp | 83.0%-47.1pp | 70.9%-34.9pp |
| Annual return | -1.21% | 1319.68%-1320.9pp | 735.12%-736.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $578 | $1,614-64.2% | $5,298-89.1% | $2,078-72.2% |
| Participant deferral / active EE | $923 | $2,068-55.4% | $5,081-81.8% | $3,356-72.5% |
| Admin fee / account holder | $24 | $102-76.6% | $13,411-99.8% | $115-79.4% |