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 | $7,708 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,646 | $51,620-34.8% | $90,281-62.7% | $65,185-48.4% |
| Participation rate | 63.6% | 68.6%-5.0pp | 73.3%-9.7pp | 70.2%-6.6pp |
| Annual return | 19.10% | 24.94%-5.8pp | 78.10%-59.0pp | 29.38%-10.3pp |
| Employer contribution / active EE | $1,652 | $2,235-26.1% | $2,854-42.1% | $2,177-24.1% |
| Participant deferral / active EE | $1,363 | $2,871-52.5% | $3,885-64.9% | $3,514-61.2% |
| Admin fee / account holder | $25 | $384-93.5% | $5,351-99.5% | $847-97.0% |