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 |
|---|---|---|
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $79,021 |
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 | $51,512 | $65,908-21.8% | $81,812-37.0% | $77,643-33.7% |
| Participation rate | 59.5% | 65.8%-6.3pp | 72.3%-12.9pp | 70.6%-11.1pp |
| Annual return | 10.75% | 26.64%-15.9pp | 773.79%-763.0pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,146 | $2,370-51.7% | $2,912-60.7% | $2,726-58.0% |
| Participant deferral / active EE | $1,683 | $3,505-52.0% | $4,319-61.0% | $4,647-63.8% |
| Admin fee / account holder | $11 | $526-98.0% | $7,386-99.9% | $430-97.6% |