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 |
|---|---|---|
COHEN & SCHAEFFER, CPAS2+ years Service code 10 · EIN 13-3707711 | Accounting | $0 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $0 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,248 | $51,244+99.5% | $80,975+26.3% | $55,167+85.3% |
| Participation rate | 80.4% | 71.7%+8.7pp | 75.8%+4.6pp | 69.0%+11.4pp |
| Annual return | 7.97% | 17.39%-9.4pp | 17.10%-9.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $508 | $1,770-71.3% | $3,714-86.3% | $1,963-74.1% |
| Participant deferral / active EE | $3,663 | $4,418-17.1% | $5,696-35.7% | $3,054+19.9% |
| Admin fee / account holder | $164 | $398-58.9% | $5,516-97.0% | $504-67.5% |