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.4 years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,990 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,076 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $917 |
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 | $44,945 | $25,302+77.6% | $74,701-39.8% | $67,579-33.5% |
| Participation rate | 12.6% | 37.8%-25.2pp | 54.5%-41.8pp | 71.3%-58.7pp |
| Annual return | 27.07% | 10291.17%-10264.1pp | 752.92%-725.9pp | 378.56%-351.5pp |
| Employer contribution / active EE | $336 | $446-24.6% | $1,084-69.0% | $2,148-84.3% |
| Participant deferral / active EE | $608 | $954-36.3% | $1,964-69.0% | $3,539-82.8% |
| Admin fee / account holder | $33 | $108-69.4% | $3,333-99.0% | $142-76.9% |