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 | $1,894 |
Filed as: AMERICAN UNITED LIFE INSURANCE COMP Service code 15 · EIN 35-0145825 | Recordkeeping | $900 |
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 | $12,131 | $42,383-71.4% | $76,523-84.1% | $64,186-81.1% |
| Participation rate | 86.7% | 58.1%+28.6pp | 68.0%+18.7pp | 69.6%+17.2pp |
| Annual return | -5.54% | -16.54%+11.0pp | -0.27%-5.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $803 | $1,563-48.7% | $2,647-69.7% | $2,381-66.3% |
| Participant deferral / active EE | $2,039 | $2,566-20.5% | $3,835-46.8% | $3,470-41.2% |
| Admin fee / account holder | $37 | $3,198-98.9% | $4,848-99.2% | $4,888-99.2% |