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 |
|---|---|---|
SMITH, MOORE & CO.1+ years Filed as: SMITH MOORE & CO. INC. Service code 55 | Other Commissions | $52,688 |
BKD, LLP1+ years Filed as: BKD Service code 50 · EIN 44-0160260 | Direct Payment | $8,400 |
PLAN DESIGN CONSULTANTS, INC.1+ years Filed as: PLAN ADMINISTRATORS, INC. Service code 50 · EIN 43-1567342 | Direct Payment | $5,310 |
VEDDER PRICE1+ years Service code 50 · EIN 36-3254526 | Direct Payment | $1,700 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $132 |
Filed as: MESIROW FINANCIAL INVEST MGMT, INC. Service code 27 · EIN 36-3429599 | Advisory (Plan) | $18 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $0 |
SMITH, MOORE & CO.1+ years Filed as: SMITH MOORE & CO. INC Service code 27 · EIN 43-1244128 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,068 | $72,770-6.5% | $67,652+0.6% | $55,191+23.3% |
| Participation rate | 96.0% | 78.8%+17.2pp | 75.7%+20.3pp | 69.2%+26.8pp |
| Annual return | -0.66% | -3.26%+2.6pp | 6625.04%-6625.7pp | 10.78%-11.4pp |
| Employer contribution / active EE | $2,115 | $1,769+19.6% | $2,266-6.6% | $1,899+11.4% |
| Participant deferral / active EE | $1,796 | $3,408-47.3% | $3,560-49.5% | $3,046-41.0% |
| Admin fee / account holder | $42 | $79-46.2% | $4,821-99.1% | $91-53.3% |