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 5-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 |
|---|---|---|
UBS FINANCIAL SERVICES INC1+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $20,345 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $11,590 |
RETIREMENT SOLUTIONS SPECIALISTS1+ years Service code 13 · EIN 27-0293282 | Contract Administrator | $2,875 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,171 | $99,957-77.8% | $149,696-85.2% | $73,488-69.8% |
| Participation rate | 92.0% | 75.7%+16.3pp | 82.5%+9.5pp | 70.7%+21.3pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $2,766 | $3,191-13.3% | $4,644-40.4% | $2,270+21.9% |
| Participant deferral / active EE | $6,406 | $6,073+5.5% | $6,842-6.4% | $3,740+71.3% |
| Admin fee / account holder | $171 | $551-68.9% | $9,309-98.2% | $513-66.6% |