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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $82,255 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,982 | $60,261+52.6% | $81,783+12.5% | $74,546+23.4% |
| Participation rate | 95.2% | 62.9%+32.3pp | 72.4%+22.8pp | 67.2%+27.9pp |
| Annual return | 13.14% | 16.88%-3.7pp | 775.05%-761.9pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $6,940 | $2,622+164.7% | $2,913+138.3% | $2,624+164.5% |
| Participant deferral / active EE | $9,508 | $3,388+180.7% | $4,320+120.1% | $4,347+118.7% |
| Admin fee / account holder | $5 | $1,482-99.6% | $7,380-99.9% | $1,944-99.7% |