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 |
|---|---|---|
MN BLUM LLC3 years Service code 10 · EIN 46-2949991 | Accounting | $15,500 |
JM PENSION ADVISORY, INC.4 years Service code 15 · EIN 51-1910770 ONE RESEARCH COURT · ROKVILLE, MD 20850 | Recordkeeping | $7,812 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,910 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $1,043 |
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 | $190,885 | $102,382+86.4% | $147,005+29.8% | $80,874+136.0% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.5pp | 67.6%+25.1pp |
| Annual return | 15.05% | 134.89%-119.8pp | 418.76%-403.7pp | 35.62%-20.6pp |
| Employer contribution / active EE | $14,780 | $3,715+297.9% | $4,934+199.5% | $2,756+436.4% |
| Participant deferral / active EE | $6,173 | $6,646-7.1% | $8,070-23.5% | $4,297+43.7% |
| Admin fee / account holder | $250 | $7,942-96.9% | $13,006-98.1% | $6,935-96.4% |