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 8-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: KRUGGEL LAWTON CPA Service code 10 317 W FRANKLIN STREET · ELKHART, IN 46516 | Accounting | $12,500 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $9,100 |
Filed as: INTEGRATED FINANCIAL PLANNING Service code 20 203 S. MAIN STREET · GOSHEN, IN 46526 | Trustee (individual) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,759 | $65,061-45.0% | $143,757-75.1% | $66,914-46.6% |
| Participation rate | 99.2% | 65.2%+34.1pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -17.33% | -11.14%-6.2pp | -0.04%-17.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $3,423 | $2,361+45.0% | $4,951-30.9% | $2,544+34.5% |
| Participant deferral / active EE | $2,718 | $2,919-6.9% | $5,637-51.8% | $4,237-35.9% |
| Admin fee / account holder | $175 | $502-65.2% | $14,673-98.8% | $593-70.5% |