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 15 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 46282 | Recordkeeping | $7,262 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,750 | $59,263-48.1% | $96,562-68.2% | $79,386-61.3% |
| Participation rate | 12.1% | 61.9%-49.8pp | 69.8%-57.7pp | 70.7%-58.6pp |
| Annual return | 14.40% | 27.07%-12.7pp | 37.78%-23.4pp | 116.85%-102.4pp |
| Employer contribution / active EE | $302 | $1,216-75.2% | $2,356-87.2% | $2,427-87.6% |
| Participant deferral / active EE | $1,031 | $2,948-65.0% | $3,849-73.2% | $4,046-74.5% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |