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 | $6,677 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $300 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,978 | $66,124-45.6% | $90,404-60.2% | $73,488-51.0% |
| Participation rate | 59.9% | 69.7%-9.8pp | 72.7%-12.8pp | 70.7%-10.8pp |
| Annual return | 11.24% | 17.65%-6.4pp | 1293.02%-1281.8pp | 28.51%-17.3pp |
| Employer contribution / active EE | $1,687 | $2,346-28.1% | $3,262-48.3% | $2,270-25.7% |
| Participant deferral / active EE | $1,389 | $3,039-54.3% | $3,963-65.0% | $3,740-62.9% |
| Admin fee / account holder | $8 | $396-97.9% | $5,611-99.9% | $513-98.4% |