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 INS CO Service code 37 · EIN 35-0145825 | Loan Processing | $52,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,189 | $46,292-36.9% | $143,757-79.7% | $64,808-55.0% |
| Participation rate | 83.8% | 64.2%+19.6pp | 80.3%+3.5pp | 71.5%+12.3pp |
| Annual return | 3.67% | -10.05%+13.7pp | -0.04%+3.7pp | 32.82%-29.2pp |
| Employer contribution / active EE | $1,524 | $1,910-20.2% | $4,951-69.2% | $2,506-39.2% |
| Participant deferral / active EE | $0 | $2,646-100.0% | $5,637-100.0% | $4,310-100.0% |
| Admin fee / account holder | $23 | $154-85.0% | $14,673-99.8% | $188-87.7% |