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 1 AMERICAN SQUARE #368 · INDIANAPOLIS, IN 46282 | Recordkeeping | $2,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $2,756 | $36,916-92.5% | $156,549-98.2% | $57,658-95.2% |
| Participation rate | 26.6% | 63.4%-36.8pp | 84.0%-57.4pp | 70.2%-43.6pp |
| Annual return | 10.52% | 12.38%-1.9pp | 32.23%-21.7pp | 5.13%+5.4pp |
| Employer contribution / active EE | $232 | $1,571-85.2% | $5,501-95.8% | $1,974-88.2% |
| Participant deferral / active EE | $292 | $1,926-84.8% | $4,871-94.0% | $3,061-90.5% |
| Admin fee / account holder | $0 | $82-100.0% | $13,027-100.0% | $95-100.0% |