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 | $34,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,567 | $29,548+17.0% | $56,411-38.7% | $77,643-55.5% |
| Participation rate | 42.9% | 32.7%+10.3pp | 52.5%-9.5pp | 70.6%-27.6pp |
| Annual return | 16.60% | 19.01%-2.4pp | 1701.33%-1684.7pp | 31.24%-14.6pp |
| Employer contribution / active EE | $618 | $568+8.8% | $1,039-40.5% | $2,726-77.3% |
| Participant deferral / active EE | $1,569 | $1,061+47.9% | $1,952-19.6% | $4,647-66.2% |
| Admin fee / account holder | $2 | $1,046-99.8% | $2,829-99.9% | $430-99.5% |