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 | $60,323+52.5% | $81,812+12.4% | $74,495+23.5% |
| Participation rate | 95.2% | 62.9%+32.3pp | 72.3%+22.8pp | 67.2%+28.0pp |
| Annual return | 13.14% | 16.90%-3.8pp | 773.79%-760.7pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $6,940 | $2,620+164.9% | $2,912+138.3% | $2,623+164.6% |
| Participant deferral / active EE | $9,508 | $3,387+180.7% | $4,319+120.2% | $4,346+118.8% |
| Admin fee / account holder | $5 | $1,486-99.6% | $7,386-99.9% | $1,942-99.7% |