See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 52 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,366 | $57,016+4.1% | $84,966-30.1% | $80,856-26.6% |
| Participation rate | 53.8% | 56.3%-2.5pp | 67.5%-13.7pp | 67.6%-13.8pp |
| Annual return | 14.51% | 21.66%-7.1pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $93 | $1,798-94.8% | $2,727-96.6% | $2,755-96.6% |
| Participant deferral / active EE | $981 | $3,110-68.5% | $4,519-78.3% | $4,296-77.2% |
| Admin fee / account holder | $983 | $4,980-80.3% | $6,149-84.0% | $6,918-85.8% |