See peer percentile detail. $4.99 for your first month.
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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 |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Service code 27 · EIN 31-0966785 | Advisory (Plan) | $9,136 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $675 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 68-0071806 | Recordkeeping | $410 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $356 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,040 | $70,908-49.2% | $98,907-63.6% | $73,488-51.0% |
| Participation rate | 76.9% | 73.8%+3.2pp | 76.0%+0.9pp | 70.7%+6.2pp |
| Annual return | 16.79% | 34.17%-17.4pp | 196.43%-179.6pp | 28.51%-11.7pp |
| Employer contribution / active EE | $427 | $2,036-79.0% | $2,689-84.1% | $2,270-81.2% |
| Participant deferral / active EE | $2,365 | $3,500-32.4% | $4,244-44.3% | $3,740-36.8% |
| Admin fee / account holder | $44 | $535-91.8% | $6,642-99.3% | $513-91.4% |