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 |
|---|---|---|
EVERENCE TRUST COMPANY1 year Service code 27 · EIN 35-2140529 | Advisory (Plan) | $27,521 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,065 |
Filed as: KRUGGEL LAWTON CPA Service code 10 317 W FRANKLIN ST · ELKHART, IN 46516 | Accounting | $14,900 |
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 | $51,111 | $49,915+2.4% | $154,803-67.0% | $74,304-31.2% |
| Participation rate | 99.3% | 54.0%+45.3pp | 78.1%+21.2pp | 60.3%+39.0pp |
| Annual return | 17.46% | 34.06%-16.6pp | 58.88%-41.4pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,281 | $1,611+103.7% | $4,305-23.8% | $2,241+46.4% |
| Participant deferral / active EE | $3,169 | $2,255+40.6% | $5,540-42.8% | $3,767-15.9% |
| Admin fee / account holder | $326 | $2,189-85.1% | $14,329-97.7% | $2,969-89.0% |