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) | $44,479 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,661 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,104 |
THE HASLAUER GROUP, INC.8+ years Filed as: THE HASLAUER GROUP Service code 15 · EIN 72-1487108 | Recordkeeping | $2,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,836 | $91,407+39.9% | $135,903-5.9% | $71,457+78.9% |
| Participation rate | 56.8% | 75.7%-18.8pp | 81.9%-25.1pp | 67.9%-11.1pp |
| Annual return | 17.78% | 29.90%-12.1pp | 68.23%-50.5pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,618 | $3,703-29.3% | $4,856-46.1% | $2,588+1.2% |
| Participant deferral / active EE | $3,605 | $7,092-49.2% | $7,758-53.5% | $4,289-15.9% |
| Admin fee / account holder | $60 | $1,266-95.3% | $10,762-99.4% | $1,587-96.2% |