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 | $6,302 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $600 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,157 | $63,745-37.0% | $98,442-59.2% | $79,386-49.4% |
| Participation rate | 57.6% | 69.9%-12.3pp | 73.3%-15.7pp | 70.7%-13.1pp |
| Annual return | 11.73% | 625.80%-614.1pp | 1492.73%-1481.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $783 | $2,557-69.4% | $2,960-73.6% | $2,427-67.8% |
| Participant deferral / active EE | $1,623 | $3,303-50.9% | $4,276-62.1% | $4,046-59.9% |
| Admin fee / account holder | $40 | $516-92.3% | $5,949-99.3% | $626-93.6% |