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 |
|---|---|---|
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE BUZZ 412 N · INDIANAPOLIS, IN 46282 | Recordkeeping | $4,965 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,819 | $36,916-46.3% | $156,549-87.3% | $57,658-65.6% |
| Participation rate | 48.9% | 63.4%-14.5pp | 84.0%-35.1pp | 70.2%-21.3pp |
| Annual return | 9.79% | 12.38%-2.6pp | 32.23%-22.4pp | 5.13%+4.7pp |
| Employer contribution / active EE | $614 | $1,571-60.9% | $5,501-88.8% | $1,974-68.9% |
| Participant deferral / active EE | $1,444 | $1,926-25.0% | $4,871-70.4% | $3,061-52.8% |
| Admin fee / account holder | $5 | $82-94.3% | $13,027-100.0% | $95-95.0% |