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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $22,576 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 52 | Indirect Investment Fees | $0 |
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 | $39,044 | $72,177-45.9% | $115,037-66.1% | $59,632-34.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.58% | 12.02%-13.6pp | 26.14%-27.7pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $3,867 | $2,841+36.1% | $4,608-16.1% | $2,203+75.5% |
| Participant deferral / active EE | $2,252 | $4,783-52.9% | $6,026-62.6% | $3,192-29.4% |
| Admin fee / account holder | $129 | $4,927-97.4% | $8,175-98.4% | $4,297-97.0% |