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 9-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 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $11,267 |
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 | $109,885 | $62,586+75.6% | $76,768+43.1% | $64,186+71.2% |
| Participation rate | 93.0% | 72.8%+20.2pp | 77.0%+16.0pp | 69.6%+23.4pp |
| Annual return | -3.95% | -1.95%-2.0pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,697 | $1,832-7.4% | $2,485-31.7% | $2,381-28.7% |
| Participant deferral / active EE | $5,498 | $3,145+74.8% | $3,852+42.7% | $3,470+58.5% |
| Admin fee / account holder | $114 | $4,667-97.6% | $6,675-98.3% | $4,888-97.7% |