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 MANAGEMENT4 years Service code 27 8900 KEYSTONE CROSSING, SUITE 1015 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $81,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,148 | $55,415+86.1% | $155,509-33.7% | $74,495+38.5% |
| Participation rate | 65.1% | 61.9%+3.2pp | 78.2%-13.1pp | 67.2%-2.1pp |
| Annual return | 10.10% | 268.50%-258.4pp | 64.67%-54.6pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $1,893 | $2,267-16.5% | $4,672-59.5% | $2,623-27.8% |
| Participant deferral / active EE | $3,809 | $2,836+34.3% | $5,626-32.3% | $4,346-12.4% |
| Admin fee / account holder | $520 | $1,738-70.1% | $15,912-96.7% | $1,942-73.2% |