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) | $14,163 |
DULIN, WARD & DEWALD, INC.8+ years Service code 10 9921 DUPONT CIR DR W, STE 300 · FORT WAYNE, IN 46825 | Accounting | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,652 | $30,086+138.2% | $61,373+16.7% | $64,808+10.6% |
| Participation rate | 12.0% | 36.4%-24.4pp | 52.6%-40.6pp | 71.5%-59.5pp |
| Annual return | -14.30% | -13.99%-0.3pp | 338.61%-352.9pp | 32.82%-47.1pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,159-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $264 | $1,126-76.5% | $2,125-87.6% | $4,310-93.9% |
| Admin fee / account holder | $362 | $148+144.4% | $2,130-83.0% | $188+92.8% |