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 | $46,336 |
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 | $43,972 | $51,092-13.9% | $76,735-42.7% | $79,634-44.8% |
| Participation rate | 21.4% | 50.2%-28.8pp | 69.5%-48.1pp | 62.5%-41.1pp |
| Annual return | 2.43% | 18.04%-15.6pp | 29.77%-27.3pp | 36.46%-34.0pp |
| Employer contribution / active EE | $394 | $1,519-74.1% | $2,454-84.0% | $2,529-84.4% |
| Participant deferral / active EE | $807 | $2,529-68.1% | $4,088-80.3% | $3,835-79.0% |
| Admin fee / account holder | $0 | $1,865-100.0% | $7,189-100.0% | $1,002-100.0% |