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: BARNES DENNING Service code 10 · EIN 31-1119890 | Accounting | $16,000 |
HUNTINGTON NATIONAL BANK4+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $5,501 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,413 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $581 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,684 | $66,302-43.2% | $110,238-65.8% | $56,287-33.0% |
| Participation rate | 35.8% | 74.9%-39.1pp | 79.8%-44.0pp | 69.9%-34.0pp |
| Annual return | -6.25% | -1.18%-5.1pp | 314.74%-321.0pp | -9.96%+3.7pp |
| Employer contribution / active EE | $894 | $2,047-56.3% | $3,826-76.6% | $2,111-57.6% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $345 | $698-50.7% | $8,547-96.0% | $521-33.9% |