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 |
|---|---|---|
HUNTINGTON NATIONAL BANK2 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $20,255 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $917 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $521 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 68-0071806 | Recordkeeping | $475 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,770 | $79,428-48.7% | $106,548-61.7% | $79,386-48.6% |
| Participation rate | 79.2% | 74.1%+5.1pp | 76.1%+3.1pp | 70.7%+8.5pp |
| Annual return | 16.77% | 18.27%-1.5pp | 26.80%-10.0pp | 116.85%-100.1pp |
| Employer contribution / active EE | $529 | $2,234-76.3% | $2,819-81.2% | $2,427-78.2% |
| Participant deferral / active EE | $3,021 | $3,823-21.0% | $4,398-31.3% | $4,046-25.3% |
| Admin fee / account holder | $48 | $523-90.8% | $7,407-99.3% | $626-92.3% |