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 | $5,912 |
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $1,486 |
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 | $30,973 | $58,264-46.8% | $86,612-64.2% | $71,457-56.7% |
| Participation rate | 51.4% | 65.0%-13.6pp | 71.7%-20.3pp | 67.9%-16.5pp |
| Annual return | 13.73% | 21.63%-7.9pp | 591.07%-577.3pp | 28.85%-15.1pp |
| Employer contribution / active EE | $810 | $2,574-68.5% | $3,022-73.2% | $2,588-68.7% |
| Participant deferral / active EE | $2,010 | $3,436-41.5% | $4,438-54.7% | $4,289-53.1% |
| Admin fee / account holder | $10 | $1,057-99.1% | $5,614-99.8% | $1,587-99.4% |