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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $158,623 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 35-0874357 | Advisory (Plan) | $42,500 |
Filed as: CHARLES SCHWAB RETIREMENT SERVICES Service code 15 · EIN 94-1737782 | Recordkeeping | $14,874 |
KATZ, SAPPER & MILLER2 years Service code 10 · EIN 35-2123203 | Accounting | $13,800 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $456,655 | $75,388+505.7% | $123,544+269.6% | $55,725+719.5% |
| Participation rate | 95.1% | 75.7%+19.4pp | 82.3%+12.8pp | 70.9%+24.2pp |
| Annual return | -5.45% | 4.48%-9.9pp | 119.20%-124.6pp | 244.93%-250.4pp |
| Employer contribution / active EE | $17,815 | $3,063+481.6% | $4,628+285.0% | $2,078+757.2% |
| Participant deferral / active EE | $11,500 | $5,651+103.5% | $6,426+79.0% | $3,356+242.7% |
| Admin fee / account holder | $437 | $120+264.8% | $9,284-95.3% | $115+279.3% |