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 9-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 |
|---|---|---|
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,985 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,558 |
SUPERIORUSA CORPORATION2 years Service code 15 · EIN 41-1913603 | Recordkeeping | $2,530 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,238 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,546 | $79,700-44.1% | $153,485-71.0% | $74,495-40.2% |
| Participation rate | 95.8% | 69.8%+25.9pp | 77.1%+18.7pp | 67.2%+28.6pp |
| Annual return | 14.85% | 15.07%-0.2pp | 15.65%-0.8pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,885 | $4,016-28.2% | $5,039-42.8% | $2,623+10.0% |
| Participant deferral / active EE | $5,798 | $5,315+9.1% | $6,757-14.2% | $4,346+33.4% |
| Admin fee / account holder | $200 | $1,790-88.8% | $12,724-98.4% | $1,942-89.7% |