See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 ONE AMERICAN SQUARE BUZZ 412 N · INDIANAPOLIS, IN 46282 | Recordkeeping | $700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,871 | $52,293-48.6% | $178,490-84.9% | $73,409-63.4% |
| Participation rate | 72.9% | 65.3%+7.5pp | 81.9%-9.1pp | 72.2%+0.7pp |
| Annual return | 15.43% | 34.75%-19.3pp | 151.07%-135.6pp | 59.29%-43.9pp |
| Employer contribution / active EE | $1,498 | $1,735-13.7% | $5,011-70.1% | $2,234-32.9% |
| Participant deferral / active EE | $2,761 | $2,332+18.4% | $5,202-46.9% | $3,805-27.4% |
| Admin fee / account holder | $7 | $127-94.7% | $13,984-100.0% | $158-95.7% |