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 |
|---|---|---|
MIDWEST PENSION ACTUARIES, INC.6+ years Service code 15 · EIN 38-2065641 | Recordkeeping | $1,866 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $304 |
ANDREWS HOOPER PAVLIK PLC3 years Filed as: ANDREW HOOPER PAVLIK PLC Service code 10 · EIN 38-3133790 | Accounting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,872 | $91,190-49.7% | $178,490-74.3% | $79,858-42.6% |
| Participation rate | 53.5% | 69.2%-15.7pp | 81.9%-28.4pp | 69.6%-16.1pp |
| Annual return | 10.38% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,053 | $3,256-67.6% | $5,011-79.0% | $2,471-57.4% |
| Participant deferral / active EE | $2,322 | $3,236-28.2% | $5,202-55.4% | $3,740-37.9% |
| Admin fee / account holder | $17 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |