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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $35,377 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,499 |
Filed as: NORTHWESTERN WISCONSIN ASSOCIATES, Service code 15 · EIN 39-1444845 | Recordkeeping | $4,125 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,853 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,454 | $106,028-26.9% | $146,958-47.3% | $77,643-0.2% |
| Participation rate | 41.2% | 78.4%-37.2pp | 82.2%-41.0pp | 70.6%-29.4pp |
| Annual return | 17.70% | 56.73%-39.0pp | 418.34%-400.6pp | 31.24%-13.5pp |
| Employer contribution / active EE | $2,433 | $4,063-40.1% | $4,933-50.7% | $2,726-10.7% |
| Participant deferral / active EE | $1,786 | $7,990-77.6% | $8,070-77.9% | $4,647-61.6% |
| Admin fee / account holder | $324 | $337-4.0% | $12,998-97.5% | $430-24.8% |