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 9-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 37 · EIN 35-0145825 | Loan Processing | $27,465 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 66 | Insurance mortality and expense charg... | $20,414 |
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.
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 | $35,516 | $53,925-34.1% | $75,670-53.1% | $69,631-49.0% |
| Participation rate | 60.5% | 71.2%-10.7pp | 72.3%-11.9pp | 70.7%-10.2pp |
| Annual return | 12.31% | 17.84%-5.5pp | 27.34%-15.0pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $1,032 | $1,802-42.7% | $2,352-56.1% | $2,032-49.2% |
| Participant deferral / active EE | $1,481 | $2,569-42.3% | $3,142-52.9% | $3,224-54.0% |
| Admin fee / account holder | $14 | $97-85.5% | $5,800-99.8% | $110-87.2% |