See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 111 CONGRESSIONAL BLVD STE 100 · CARMEL, IN 46032 | Advisory (Plan) | $24,953 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,690 |
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 | $57,793 | $121,341-52.4% | $189,513-69.5% | $79,386-27.2% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.8%+8.8pp | 70.7%+25.9pp |
| Annual return | 12.00% | 21.08%-9.1pp | 555.15%-543.1pp | 116.85%-104.8pp |
| Employer contribution / active EE | $1,983 | $3,915-49.3% | $6,162-67.8% | $2,427-18.3% |
| Participant deferral / active EE | $4,384 | $6,395-31.5% | $8,221-46.7% | $4,046+8.4% |
| Admin fee / account holder | $268 | $651-58.9% | $12,045-97.8% | $626-57.2% |