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 52 | Indirect Investment Fees | $5,367 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 37 · EIN 35-0145825 | Loan Processing | $800 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,511 | $43,075-82.6% | $74,583-89.9% | $62,891-88.1% |
| Participation rate | 86.4% | 58.1%+28.4pp | 68.1%+18.3pp | 69.3%+17.1pp |
| Annual return | 5.97% | 17.50%-11.5pp | 20.47%-14.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $751 | $1,498-49.8% | $2,525-70.2% | $2,281-67.1% |
| Participant deferral / active EE | $1,797 | $2,389-24.8% | $3,458-48.0% | $3,203-43.9% |
| Admin fee / account holder | $6 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |