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 8-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 |
|---|---|---|
FMI CORPORATION3 years Filed as: FMI RETIREMENT SERVICES Service code 14 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Plan Administrator | $35,974 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $28,578 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $19,394 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,735 | $47,126+18.3% | $149,673-62.8% | $74,419-25.1% |
| Participation rate | 50.8% | 63.4%-12.6pp | 78.8%-28.0pp | 70.7%-19.9pp |
| Annual return | 23.69% | 22.75%+0.9pp | 134.42%-110.7pp | 34.38%-10.7pp |
| Employer contribution / active EE | $1,970 | $1,905+3.4% | $4,818-59.1% | $2,637-25.3% |
| Participant deferral / active EE | $3,057 | $2,728+12.1% | $5,680-46.2% | $4,528-32.5% |
| Admin fee / account holder | $208 | $343-39.3% | $13,210-98.4% | $348-40.2% |