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 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping Fees | $40,020 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,316 | $27,915+141.1% | $58,482+15.1% | $75,163-10.4% |
| Participation rate | 91.0% | 38.8%+52.2pp | 50.9%+40.2pp | 67.2%+23.9pp |
| Annual return | 5.17% | 44.20%-39.0pp | 4239.32%-4234.1pp | 160.62%-155.4pp |
| Employer contribution / active EE | $2,507 | $669+274.7% | $1,053+138.0% | $2,670-6.1% |
| Participant deferral / active EE | $2,479 | $1,201+106.3% | $1,924+28.8% | $4,125-39.9% |
| Admin fee / account holder | $388 | $1,726-77.5% | $2,516-84.6% | $5,651-93.1% |