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 52 | Indirect Investment Fees | $7,739 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,048 | $60,261-68.4% | $81,783-76.7% | $74,546-74.4% |
| Participation rate | 25.6% | 62.9%-37.3pp | 72.4%-46.8pp | 67.2%-41.6pp |
| Annual return | 14.32% | 16.88%-2.6pp | 775.05%-760.7pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $627 | $2,622-76.1% | $2,913-78.5% | $2,624-76.1% |
| Participant deferral / active EE | $2,792 | $3,388-17.6% | $4,320-35.4% | $4,347-35.8% |
| Admin fee / account holder | $4 | $1,482-99.8% | $7,380-100.0% | $1,944-99.8% |