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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $33,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,032 | $79,171+9.9% | $102,423-15.0% | $74,495+16.8% |
| Participation rate | 69.6% | 74.8%-5.2pp | 76.5%-6.9pp | 67.2%+2.4pp |
| Annual return | 13.35% | 54.93%-41.6pp | 29.32%-16.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,796 | $2,362-24.0% | $3,023-40.6% | $2,623-31.5% |
| Participant deferral / active EE | $3,377 | $4,415-23.5% | $5,053-33.2% | $4,346-22.3% |
| Admin fee / account holder | $29 | $2,001-98.5% | $9,451-99.7% | $1,942-98.5% |