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 | $37,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,052 | $52,208-50.1% | $86,612-69.9% | $74,419-65.0% |
| Participation rate | 54.5% | 66.3%-11.8pp | 71.7%-17.2pp | 70.7%-16.2pp |
| Annual return | 9.61% | 44.46%-34.9pp | 591.07%-581.5pp | 34.38%-24.8pp |
| Employer contribution / active EE | $634 | $2,282-72.2% | $3,022-79.0% | $2,637-76.0% |
| Participant deferral / active EE | $976 | $3,383-71.2% | $4,438-78.0% | $4,528-78.5% |
| Admin fee / account holder | $44 | $319-86.2% | $5,614-99.2% | $348-87.4% |