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 250 W. NORTH STREET · INDIANAPOLIS, IN 46202 | Recordkeeping | $48,309 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,966 | $65,561+49.4% | $86,188+13.7% | $75,163+30.3% |
| Participation rate | 87.9% | 60.5%+27.4pp | 69.0%+19.0pp | 67.2%+20.7pp |
| Annual return | 15.44% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,855 | $1,553+83.9% | $2,380+20.0% | $2,670+6.9% |
| Participant deferral / active EE | $4,817 | $3,024+59.3% | $3,985+20.9% | $4,125+16.8% |
| Admin fee / account holder | $23 | $5,474-99.6% | $6,852-99.7% | $5,651-99.6% |