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 | $42,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,857 | $65,908-57.7% | $81,812-66.0% | $77,643-64.1% |
| Participation rate | 62.1% | 65.8%-3.7pp | 72.3%-10.3pp | 70.6%-8.5pp |
| Annual return | 12.53% | 26.64%-14.1pp | 773.79%-761.3pp | 31.24%-18.7pp |
| Employer contribution / active EE | $735 | $2,370-69.0% | $2,912-74.8% | $2,726-73.0% |
| Participant deferral / active EE | $1,249 | $3,505-64.4% | $4,319-71.1% | $4,647-73.1% |
| Admin fee / account holder | $42 | $526-92.0% | $7,386-99.4% | $430-90.2% |