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 13 · EIN 34-1140070 1300 S CLINTON ST · FORT WAYNE, IN 46802 | Contract Administrator | $15,427 |
THE ROSE FINANCIAL GROUP LLC2 years Filed as: THE ROSE FINANCIAL GROUP, LLC Service code 15 · EIN 35-2130755 6602 E 75TH ST · INDIANAPOLIS, IN 46250 | Recordkeeping | $6,340 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,065 | $58,879-59.1% | $178,490-86.5% | $73,488-67.3% |
| Participation rate | 77.1% | 66.2%+10.9pp | 81.9%-4.8pp | 70.7%+6.5pp |
| Annual return | 4.07% | 24.86%-20.8pp | 151.07%-147.0pp | 28.51%-24.4pp |
| Employer contribution / active EE | $1,886 | $2,236-15.6% | $5,011-62.4% | $2,270-16.9% |
| Participant deferral / active EE | $1,274 | $2,567-50.4% | $5,202-75.5% | $3,740-65.9% |
| Admin fee / account holder | $122 | $400-69.4% | $13,984-99.1% | $513-76.2% |