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 |
|---|---|---|
DENMAN & COMPANY1+ years Filed as: DENMAN & COMPANY, LLP Service code 10 · EIN 42-1154516 | Accounting | $7,700 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB & COMPANY Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $114 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
Filed as: ENVESTMENT RETIREMENT SOLUTIONS, LL Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 27 | Advisory (Plan) | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGT Service code 27 · EIN 36-3429599 | Advisory (Plan) | $0 |
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 | $82,400 | $74,089+11.2% | $133,980-38.5% | $55,167+49.4% |
| Participation rate | 91.6% | 84.3%+7.3pp | 87.1%+4.5pp | 69.0%+22.6pp |
| Annual return | 9.26% | 12.11%-2.9pp | 29.30%-20.0pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,323 | $3,064-56.8% | $5,211-74.6% | $1,963-32.6% |
| Participant deferral / active EE | $3,991 | $4,678-14.7% | $6,282-36.5% | $3,054+30.7% |
| Admin fee / account holder | $29 | $458-93.7% | $9,324-99.7% | $504-94.3% |