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 | $718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,276 | $46,173-47.4% | $170,442-85.8% | $69,631-65.1% |
| Participation rate | 49.4% | 63.9%-14.5pp | 83.6%-34.2pp | 70.7%-21.3pp |
| Annual return | 14.46% | 21.62%-7.2pp | 205.93%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $672 | $1,610-58.2% | $5,433-87.6% | $2,032-66.9% |
| Participant deferral / active EE | $1,568 | $2,080-24.6% | $4,939-68.3% | $3,224-51.4% |
| Admin fee / account holder | $12 | $116-89.4% | $13,880-99.9% | $110-88.9% |