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 |
|---|---|---|
DAHMS & YARIAN INC3+ years Service code 10 110 SOUTH COLUMBIA STREET · WARSAW, IN 46580 | Accounting | $9,693 |
EDWARD JONES2 years Service code 55 118 S MAIN ST STE 1 · GOSHEN, IN 46527 | Other Commissions | $7,886 |
INNOVATIVE PENSION CONSULTING3+ years Service code 13 PO BOX 255 · ROANOKE, IN 46783 | Contract Administrator | $1,763 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 · EIN 20-3691658 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $881 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,434 | $64,909-50.0% | $82,313-60.6% | $62,292-47.9% |
| Participation rate | 27.1% | 74.9%-47.7pp | 76.9%-49.8pp | 69.5%-42.4pp |
| Annual return | 13.49% | 21.18%-7.7pp | 25.88%-12.4pp | 28.90%-15.4pp |
| Employer contribution / active EE | $165 | $1,676-90.2% | $2,428-93.2% | $2,042-91.9% |
| Participant deferral / active EE | $826 | $3,103-73.4% | $3,706-77.7% | $3,169-73.9% |
| Admin fee / account holder | $36 | $440-91.8% | $5,608-99.4% | $479-92.5% |