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 & CO Service code 16 · EIN 43-0345811 | Consulting | $59,111 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $20,350 |
PBMARES, LLP2 years Service code 10 · EIN 54-0737372 | Accounting | $18,900 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $5,784 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,145 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,402 | $84,487+62.6% | $125,339+9.6% | $66,914+105.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -14.45% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.0pp |
| Employer contribution / active EE | $12,881 | $3,553+262.5% | $4,814+167.6% | $2,544+406.3% |
| Participant deferral / active EE | $13,062 | $6,781+92.6% | $7,446+75.4% | $4,237+208.3% |
| Admin fee / account holder | $394 | $685-42.5% | $10,010-96.1% | $593-33.6% |