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: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $26,363 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,282 |
FIRST MERCHANTS TRUST CO1 year Filed as: FIRST MERCHANTS BANK Service code 27 PO BOX 1467 · MUNCIE, IN 47308 | Advisory (Plan) | $15,267 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,777 |
Service code 10 1801 CALIFORNIA STSREET · DENVER, CA 80202 | Accounting | $1,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,069 | $78,419-29.8% | $133,956-58.9% | $73,409-25.0% |
| Participation rate | 72.2% | 78.6%-6.4pp | 79.8%-7.6pp | 72.2%+0.1pp |
| Annual return | 274.30% | 33.35%+240.9pp | 45.09%+229.2pp | 59.29%+215.0pp |
| Employer contribution / active EE | $1,374 | $2,044-32.8% | $3,919-64.9% | $2,234-38.5% |
| Participant deferral / active EE | $2,586 | $3,925-34.1% | $5,048-48.8% | $3,805-32.0% |
| Admin fee / account holder | $197 | $161+22.2% | $8,927-97.8% | $158+24.9% |