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 6-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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $455 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $17 |
FIRST MERCHANTS TRUST CO1 year Filed as: FIRST MERCHANTS BANK Service code 99 · EIN 35-0508403 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,337 | $71,883-94.0% | $86,677-95.0% | $68,494-93.7% |
| Participation rate | 69.9% | 72.2%-2.4pp | 76.6%-6.7pp | 67.9%+2.0pp |
| Annual return | -16.68% | 3.52%-20.2pp | 35.91%-52.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,420 | $3,779-62.4% | $4,656-69.5% | $4,027-64.7% |
| Admin fee / account holder | $173 | $6,112-97.2% | $7,493-97.7% | $5,403-96.8% |