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 |
|---|---|---|
WALLINGTON ASSET MANAGEMENT3 years Service code 27 8900 KEYSTONE CROSSING, SUITE 1015 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $72,790 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,684 | $61,272+61.1% | $149,673-34.1% | $71,457+38.1% |
| Participation rate | 70.1% | 62.5%+7.6pp | 78.8%-8.6pp | 67.9%+2.2pp |
| Annual return | 12.29% | 35.85%-23.6pp | 134.42%-122.1pp | 28.85%-16.6pp |
| Employer contribution / active EE | $2,294 | $2,378-3.6% | $4,818-52.4% | $2,588-11.4% |
| Participant deferral / active EE | $4,250 | $2,917+45.7% | $5,680-25.2% | $4,289-0.9% |
| Admin fee / account holder | $520 | $1,261-58.8% | $13,210-96.1% | $1,587-67.3% |