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 |
|---|---|---|
Filed as: AMERICAN UNITED LIFE INS CO Service code 15 · EIN 35-0145825 | Recordkeeping | $9,867 |
Service code 52 | Indirect Investment Fees | $7,703 |
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 | $37,427 | $60,323-38.0% | $81,812-54.3% | $74,495-49.8% |
| Participation rate | 29.7% | 62.9%-33.2pp | 72.3%-42.7pp | 67.2%-37.5pp |
| Annual return | 13.61% | 16.90%-3.3pp | 773.79%-760.2pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,518 | $2,620-3.9% | $2,912-13.5% | $2,623-4.0% |
| Participant deferral / active EE | $2,455 | $3,387-27.5% | $4,319-43.1% | $4,346-43.5% |
| Admin fee / account holder | $45 | $1,486-97.0% | $7,386-99.4% | $1,942-97.7% |