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 Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $53,062 |
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 | $37,081 | $61,058-39.3% | $71,209-47.9% | $85,563-56.7% |
| Participation rate | 41.0% | 58.6%-17.6pp | 73.8%-32.8pp | 66.0%-25.0pp |
| Annual return | 12.16% | 100.41%-88.2pp | 282.51%-270.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $573 | $2,199-74.0% | $2,721-79.0% | $2,654-78.4% |
| Participant deferral / active EE | $1,022 | $3,173-67.8% | $4,175-75.5% | $4,375-76.6% |
| Admin fee / account holder | $44 | $855-94.9% | $5,349-99.2% | $834-94.8% |