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 | $58,548 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $55,805 |
PBMARES, LLP3 years Service code 10 · EIN 54-0737372 | Accounting | $16,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 16 · EIN 36-3194849 | Consulting | $8,052 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,309 | $91,407+83.0% | $135,903+23.1% | $71,457+134.1% |
| Participation rate | 99.5% | 75.7%+23.9pp | 81.9%+17.6pp | 67.9%+31.6pp |
| Annual return | 19.31% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $8,932 | $3,703+141.2% | $4,856+83.9% | $2,588+245.2% |
| Participant deferral / active EE | $13,081 | $7,092+84.4% | $7,758+68.6% | $4,289+205.0% |
| Admin fee / account holder | $498 | $1,266-60.7% | $10,762-95.4% | $1,587-68.6% |