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 | $1,003 |
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 | $24,133 | $37,196-35.1% | $154,107-84.3% | $55,725-56.7% |
| Participation rate | 52.6% | 64.1%-11.5pp | 83.0%-30.5pp | 70.9%-18.3pp |
| Annual return | -5.58% | 1319.68%-1325.3pp | 735.12%-740.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $757 | $1,614-53.1% | $5,298-85.7% | $2,078-63.6% |
| Participant deferral / active EE | $1,753 | $2,068-15.2% | $5,081-65.5% | $3,356-47.7% |
| Admin fee / account holder | $7 | $102-93.3% | $13,411-99.9% | $115-94.1% |