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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 37 · EIN 35-0145825 | Loan Processing | $4,851 |
Service code 52 | Indirect Investment Fees | $3,448 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,878 | $47,848-73.1% | $81,478-84.2% | $70,131-81.6% |
| Participation rate | 89.2% | 58.3%+31.0pp | 68.0%+21.3pp | 69.5%+19.7pp |
| Annual return | 18.95% | 27.25%-8.3pp | 38.78%-19.8pp | 73.14%-54.2pp |
| Employer contribution / active EE | $690 | $1,527-54.8% | $2,568-73.1% | $2,342-70.5% |
| Participant deferral / active EE | $1,937 | $2,453-21.1% | $3,537-45.2% | $3,332-41.9% |
| Admin fee / account holder | $52 | $3,145-98.4% | $4,561-98.9% | $4,645-98.9% |