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 | $7,541 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,350 | $44,873-36.8% | $79,464-64.3% | $56,287-49.6% |
| Participation rate | 56.3% | 68.7%-12.4pp | 73.3%-17.0pp | 69.9%-13.5pp |
| Annual return | -5.11% | 0.81%-5.9pp | 718.14%-723.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $1,981 | $2,140-7.4% | $2,800-29.3% | $2,111-6.2% |
| Participant deferral / active EE | $1,479 | $2,746-46.2% | $3,704-60.1% | $3,350-55.9% |
| Admin fee / account holder | $6 | $418-98.5% | $5,113-99.9% | $521-98.8% |