See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $41,481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,589 | $50,815-67.4% | $155,509-89.3% | $77,643-78.6% |
| Participation rate | 44.5% | 63.1%-18.6pp | 78.2%-33.7pp | 70.6%-26.1pp |
| Annual return | 15.35% | 34.80%-19.5pp | 64.67%-49.3pp | 31.24%-15.9pp |
| Employer contribution / active EE | $399 | $1,993-80.0% | $4,672-91.5% | $2,726-85.3% |
| Participant deferral / active EE | $536 | $2,822-81.0% | $5,626-90.5% | $4,647-88.5% |
| Admin fee / account holder | $25 | $437-94.3% | $15,912-99.8% | $430-94.2% |