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 27 11634 MAPLE ST · FISHERS, IN 46038 | Advisory (Plan) | $10,320 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,727 |
Service code 13 25 MERCHANT STREET · CINCINNATI, OH 45246 | Contract Administrator | $3,780 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,005 | $65,390-67.9% | $169,368-87.6% | $71,457-70.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 20.27% | 21.31%-1.0pp | 405.60%-385.3pp | 28.85%-8.6pp |
| Employer contribution / active EE | $2,686 | $2,079+29.2% | $4,013-33.1% | $2,588+3.8% |
| Participant deferral / active EE | $2,102 | $4,367-51.9% | $6,221-66.2% | $4,289-51.0% |
| Admin fee / account holder | $197 | $1,324-85.1% | $9,003-97.8% | $1,587-87.6% |