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 |
|---|---|---|
MCGREGOR & ASSOCIATES, INC.2 years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,065 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $786 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $35,575 | $28,416+25.2% | $73,545-51.6% | $69,631-48.9% |
| Participation rate | 16.0% | 38.3%-22.4pp | 54.9%-39.0pp | 70.7%-54.7pp |
| Annual return | 21.38% | -694.13%+715.5pp | -15.16%+36.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $374 | $430-13.1% | $1,219-69.3% | $2,032-81.6% |
| Participant deferral / active EE | $632 | $897-29.5% | $1,806-65.0% | $3,224-80.4% |
| Admin fee / account holder | $25 | $104-75.8% | $2,320-98.9% | $110-77.2% |