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 |
|---|---|---|
Filed as: PHILLIPS FINANCIAL MANAGEMENT, LLC Service code 26 6920 POINTE INVERNESS WAY, STE 230 · FORT WAYNE, IN 46804 | Advisory (Participants) | $13,157 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,308 | $23,385+110.8% | $69,182-28.7% | $57,658-14.5% |
| Participation rate | 16.1% | 37.9%-21.8pp | 55.1%-39.0pp | 70.2%-54.1pp |
| Annual return | 8.05% | -659.34%+667.4pp | -21.93%+30.0pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $422-100.0% | $1,206-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $237 | $843-71.9% | $1,897-87.5% | $3,061-92.3% |
| Admin fee / account holder | $224 | $82+172.9% | $2,697-91.7% | $95+137.1% |