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 66 | Other insurance wrap fees; Insurance ... | $13,324 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $3,810 |
Employer 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,467 | $88,083-22.3% | $164,813-58.5% | $74,495-8.1% |
| Participation rate | 96.6% | 73.0%+23.6pp | 78.6%+18.0pp | 67.2%+29.4pp |
| Annual return | 12.40% | 17.26%-4.9pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $529 | $2,593-79.6% | $4,341-87.8% | $2,623-79.8% |
| Participant deferral / active EE | $4,955 | $4,498+10.2% | $6,031-17.8% | $4,346+14.0% |
| Admin fee / account holder | $57 | $2,234-97.4% | $12,690-99.5% | $1,942-97.0% |