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 7-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 |
|---|---|---|
MURRAY FINANCIAL GROUP1 year Filed as: MURRAY FINANCIAL GROUP LLC DBA JSC Service code 49 · EIN 45-0834412 | Other Services | $20,704 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $11,836 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $2,121 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $27 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,561 | $62,928-70.5% | $172,739-89.3% | $67,579-72.5% |
| Participation rate | 31.1% | 64.5%-33.4pp | 82.6%-51.5pp | 71.3%-40.2pp |
| Annual return | 23.58% | 30.36%-6.8pp | 802.84%-779.3pp | 378.56%-355.0pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $660 | $2,145-69.2% | $5,198-87.3% | $3,539-81.4% |
| Admin fee / account holder | $46 | $167-72.3% | $13,954-99.7% | $142-67.6% |