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 INSRUANCE CO Service code 15 · EIN 35-0145825 | Recordkeeping | $3,468 |
Service code 52 | Indirect Investment Fees | $0 |
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 | $70,405 | $54,320+29.6% | $67,652+4.1% | $52,331+34.5% |
| Participation rate | 86.5% | 73.6%+12.9pp | 75.7%+10.8pp | 68.1%+18.4pp |
| Annual return | 0.24% | 6.81%-6.6pp | 6625.04%-6624.8pp | 4.54%-4.3pp |
| Employer contribution / active EE | $2,318 | $1,544+50.2% | $2,266+2.3% | $1,882+23.2% |
| Participant deferral / active EE | $4,562 | $2,950+54.6% | $3,560+28.2% | $3,022+51.0% |
| Admin fee / account holder | $6 | $527-98.9% | $4,821-99.9% | $592-99.0% |