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) | $12,415 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,410 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $65,296 | $59,186+10.3% | $76,768-14.9% | $56,287+16.0% |
| Participation rate | 51.9% | 75.2%-23.3pp | 77.0%-25.1pp | 69.9%-18.0pp |
| Annual return | -3.11% | 6.62%-9.7pp | 2.43%-5.5pp | -9.96%+6.9pp |
| Employer contribution / active EE | $1,137 | $1,759-35.4% | $2,485-54.3% | $2,111-46.2% |
| Participant deferral / active EE | $2,581 | $3,255-20.7% | $3,852-33.0% | $3,350-23.0% |
| Admin fee / account holder | $215 | $489-56.1% | $6,675-96.8% | $521-58.8% |