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 |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC3 years Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $40,302 |
AMERICAN REALTY ADVISORS8+ years Filed as: AMERICAN PENSION ADVISORS, LTD. Service code 12 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 462406402 | Valuation (appraisals, etc.); Partici... | $31,993 |
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $449 |
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.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,930 | $86,897-65.6% | $151,611-80.3% | $64,808-53.8% |
| Participation rate | 51.0% | 87.3%-36.3pp | 87.5%-36.5pp | 71.5%-20.5pp |
| Annual return | -17.72% | -3.57%-14.2pp | 3.33%-21.1pp | 32.82%-50.5pp |
| Employer contribution / active EE | $496 | $4,010-87.6% | $6,166-92.0% | $2,506-80.2% |
| Participant deferral / active EE | $2,879 | $6,690-57.0% | $8,363-65.6% | $4,310-33.2% |
| Admin fee / account holder | $107 | $153-30.3% | $11,616-99.1% | $188-43.2% |