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 7-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 |
|---|---|---|
SANTEFORT INVESTMENT GROUP, LLC2+ years Service code 55 · EIN 26-3314473 1316 EAGLE RIDGE DR · SCHERERVILLE, IN 46375 | Other Commissions | $1,856 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 13 · EIN 35-2091834 10319 DAWSONS CREEK BLVD, SUITE A · FORT WAYNE, IN 46825 | Contract Administrator | $210 |
NATIONWIDE2+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $6,592 | $65,322-89.9% | $70,449-90.6% | $73,488-91.0% |
| Participation rate | 80.7% | 77.0%+3.7pp | 75.1%+5.6pp | 70.7%+10.0pp |
| Annual return | 31.10% | 15.71%+15.4pp | 109.03%-77.9pp | 28.51%+2.6pp |
| Employer contribution / active EE | $1,125 | $2,460-54.3% | $2,737-58.9% | $2,270-50.4% |
| Participant deferral / active EE | $2,521 | $3,375-25.3% | $3,709-32.0% | $3,740-32.6% |
| Admin fee / account holder | $19 | $214-91.2% | $3,845-99.5% | $513-96.3% |