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 | $63,455 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $484 |
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 | $45,967 | $47,456-3.1% | $172,739-73.4% | $77,787-40.9% |
| Participation rate | 93.8% | 66.3%+27.5pp | 82.6%+11.2pp | 73.2%+20.6pp |
| Annual return | 20.12% | 35.57%-15.4pp | 802.84%-782.7pp | 32.57%-12.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $4,386 | $2,560+71.4% | $5,198-15.6% | $3,967+10.6% |
| Admin fee / account holder | $1 | $81-99.0% | $13,954-100.0% | $100-99.2% |