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 LLC4 years Service code 10 · EIN 46-2949991 | Accounting | $15,500 |
JM PENSION ADVISORY, INC.5 years Service code 15 · EIN 51-1910770 ONE RESEARCH COURT · ROKVILLE, MD 20850 | Recordkeeping | $8,250 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $4,011 |
Filed as: TRANSAMERICA LIFE INSURANCE Service code 15 · EIN 39-0989781 | Recordkeeping | $1,887 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,331 | $109,881+119.6% | $150,045+60.8% | $84,808+184.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.13% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $10,906 | $3,561+206.2% | $4,693+132.4% | $2,631+314.5% |
| Participant deferral / active EE | $6,013 | $6,636-9.4% | $7,997-24.8% | $4,212+42.8% |
| Admin fee / account holder | $328 | $8,568-96.2% | $13,435-97.6% | $7,344-95.5% |