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 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $12,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,833 | $95,542-62.5% | $69,455-48.4% | $67,579-47.0% |
| Participation rate | 43.4% | 79.4%-35.9pp | 74.6%-31.2pp | 71.3%-27.8pp |
| Annual return | 5.35% | 17.67%-12.3pp | 28.97%-23.6pp | 378.56%-373.2pp |
| Employer contribution / active EE | $1,076 | $2,989-64.0% | $2,779-61.3% | $2,148-49.9% |
| Participant deferral / active EE | $1,706 | $3,263-47.7% | $3,535-51.8% | $3,539-51.8% |
| Admin fee / account holder | $7 | $90-91.7% | $3,839-99.8% | $142-94.8% |