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.5 years Service code 15 · EIN 61-1211399 | Recordkeeping | $1,725 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,141 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $865 |
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 | $56,784 | $29,369+93.4% | $77,482-26.7% | $73,409-22.6% |
| Participation rate | 15.3% | 37.9%-22.6pp | 54.2%-38.8pp | 72.2%-56.8pp |
| Annual return | 23.80% | 358.15%-334.3pp | 54.79%-31.0pp | 59.29%-35.5pp |
| Employer contribution / active EE | $412 | $406+1.6% | $986-58.2% | $2,234-81.5% |
| Participant deferral / active EE | $775 | $941-17.6% | $1,861-58.4% | $3,805-79.6% |
| Admin fee / account holder | $30 | $123-75.7% | $2,858-99.0% | $158-81.1% |