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 | $7,877 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,078 | $46,297-78.2% | $71,671-85.9% | $62,292-83.8% |
| Participation rate | 40.0% | 60.6%-20.6pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 11.42% | 22.32%-10.9pp | 20.65%-9.2pp | 28.90%-17.5pp |
| Employer contribution / active EE | $499 | $1,412-64.7% | $2,460-79.7% | $2,042-75.6% |
| Participant deferral / active EE | $981 | $2,235-56.1% | $3,438-71.5% | $3,169-69.0% |
| Admin fee / account holder | $5 | $461-98.9% | $5,558-99.9% | $479-99.0% |