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 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $6,172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,490 | $39,798-28.4% | $67,711-57.9% | $59,632-52.2% |
| Participation rate | 17.5% | 57.4%-39.8pp | 67.5%-50.0pp | 68.7%-51.1pp |
| Annual return | -1.15% | 89.94%-91.1pp | 25.41%-26.6pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $54 | $1,393-96.1% | $2,559-97.9% | $2,203-97.5% |
| Participant deferral / active EE | $710 | $2,335-69.6% | $3,585-80.2% | $3,192-77.8% |
| Admin fee / account holder | $8 | $3,212-99.7% | $4,255-99.8% | $4,297-99.8% |