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 | $5,758 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,982 | $51,197-39.5% | $82,719-62.5% | $66,914-53.7% |
| Participation rate | 57.6% | 67.8%-10.2pp | 72.6%-14.9pp | 69.8%-12.2pp |
| Annual return | -11.93% | -9.64%-2.3pp | 701.18%-713.1pp | 1.58%-13.5pp |
| Employer contribution / active EE | $799 | $2,611-69.4% | $3,009-73.5% | $2,544-68.6% |
| Participant deferral / active EE | $2,351 | $3,458-32.0% | $4,395-46.5% | $4,237-44.5% |
| Admin fee / account holder | $12 | $416-97.1% | $5,329-99.8% | $593-97.9% |