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 66 · EIN 35-0145825 1 AMERICAN SQUARE, 368 · INDIANAPOLIS, IN 46282 | Other insurance wrap fees; Insurance ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,907 | $39,122+4.6% | $57,179-28.5% | $62,891-35.0% |
| Participation rate | 80.6% | 70.5%+10.1pp | 75.3%+5.3pp | 69.3%+11.3pp |
| Annual return | -0.09% | 9.23%-9.3pp | 14.59%-14.7pp | 20.14%-20.2pp |
| Employer contribution / active EE | $6,144 | $1,874+227.8% | $2,682+129.1% | $2,281+169.4% |
| Participant deferral / active EE | $10,350 | $2,374+336.0% | $3,096+234.3% | $3,203+223.1% |
| Admin fee / account holder | $18 | $2,592-99.3% | $3,139-99.4% | $4,296-99.6% |