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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $10,471 |
Service code 27 ONE MAIN STREET · EVANSVILLE, IN 47708 | Advisory (Plan) | $7,277 |
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 | $12,724 | $46,732-72.8% | $156,549-91.9% | $55,167-76.9% |
| Participation rate | 98.8% | 65.8%+33.0pp | 84.0%+14.8pp | 69.0%+29.8pp |
| Annual return | 7.31% | 17.72%-10.4pp | 32.23%-24.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,352 | $2,105-35.8% | $5,501-75.4% | $1,963-31.1% |
| Participant deferral / active EE | $1,866 | $2,204-15.4% | $4,871-61.7% | $3,054-38.9% |
| Admin fee / account holder | $99 | $418-76.4% | $13,027-99.2% | $504-80.4% |