See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FMI CORPORATION4 years Filed as: FMI RETIREMENT SERVICES Service code 15 · EIN 11-3416243 11 PROSPECT ST · HUNTINGTON, NY 11743 | Recordkeeping | $45,851 |
Filed as: TRANSAMERICA FINANCIAL Service code 15 · EIN 36-6071399 | Recordkeeping | $35,788 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3429599 | Advisory (Plan) | $24,197 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH Service code 22 · EIN 93-0987232 | Insurance Broker | $0 |
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 | $54,881 | $50,815+8.0% | $155,509-64.7% | $77,643-29.3% |
| Participation rate | 51.9% | 63.1%-11.2pp | 78.2%-26.3pp | 70.6%-18.7pp |
| Annual return | 15.71% | 34.80%-19.1pp | 64.67%-49.0pp | 31.24%-15.5pp |
| Employer contribution / active EE | $1,643 | $1,993-17.5% | $4,672-64.8% | $2,726-39.7% |
| Participant deferral / active EE | $2,878 | $2,822+2.0% | $5,626-48.8% | $4,647-38.1% |
| Admin fee / account holder | $223 | $437-48.9% | $15,912-98.6% | $430-48.2% |