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 |
|---|---|---|
WABASH CAPITAL3 years Service code 27 2901 OHIO BLVD STE 242 · TERRE HAUTE, IN 47803 | Advisory (Plan) | $42,707 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,664 | $65,118-79.0% | $76,768-82.2% | $55,725-75.5% |
| Participation rate | 59.2% | 79.6%-20.4pp | 77.0%-17.8pp | 70.9%-11.6pp |
| Annual return | -3.45% | -1.27%-2.2pp | 2.43%-5.9pp | 244.93%-248.4pp |
| Employer contribution / active EE | $651 | $1,941-66.5% | $2,485-73.8% | $2,078-68.7% |
| Participant deferral / active EE | $1,067 | $3,688-71.1% | $3,852-72.3% | $3,356-68.2% |
| Admin fee / account holder | $101 | $116-12.8% | $6,675-98.5% | $115-12.3% |