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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $12,238 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,407 | $47,722-51.0% | $82,719-71.7% | $64,808-63.9% |
| Participation rate | 50.7% | 67.6%-17.0pp | 72.6%-21.9pp | 71.5%-20.8pp |
| Annual return | -11.43% | -13.05%+1.6pp | 701.18%-712.6pp | 32.82%-44.2pp |
| Employer contribution / active EE | $501 | $2,179-77.0% | $3,009-83.4% | $2,506-80.0% |
| Participant deferral / active EE | $897 | $3,329-73.1% | $4,395-79.6% | $4,310-79.2% |
| Admin fee / account holder | $59 | $143-59.0% | $5,329-98.9% | $188-68.8% |