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 9-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 | $9,948 |
Filed as: AMERICAN UNITED LIFE INSURANCE CO. Service code 15 · EIN 35-0145825 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,938 | $58,879-61.0% | $178,490-87.1% | $73,488-68.8% |
| Participation rate | 30.5% | 66.2%-35.7pp | 81.9%-51.4pp | 70.7%-40.1pp |
| Annual return | 12.15% | 24.86%-12.7pp | 151.07%-138.9pp | 28.51%-16.4pp |
| Employer contribution / active EE | $389 | $2,236-82.6% | $5,011-92.2% | $2,270-82.8% |
| Participant deferral / active EE | $1,096 | $2,567-57.3% | $5,202-78.9% | $3,740-70.7% |
| Admin fee / account holder | $183 | $400-54.4% | $13,984-98.7% | $513-64.4% |