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 |
|---|---|---|
Service code 27 8900 KEYSTONE CROSSING, SUITE 1015 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $71,089 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,435 | $61,156+136.2% | $185,823-22.3% | $79,386+81.9% |
| Participation rate | 79.4% | 66.6%+12.8pp | 81.7%-2.3pp | 70.7%+8.7pp |
| Annual return | 12.33% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,315 | $2,321-0.2% | $5,167-55.2% | $2,427-4.6% |
| Participant deferral / active EE | $4,353 | $2,789+56.1% | $5,568-21.8% | $4,046+7.6% |
| Admin fee / account holder | $748 | $710+5.5% | $16,237-95.4% | $626+19.5% |