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 |
|---|---|---|
Service code 15 · EIN 13-3601506 | Recordkeeping | $44,335 |
Filed as: TRANSAMERICA LIFE INS. COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $43,375 |
Filed as: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $36,077 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $7,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,347 | $47,746+68.3% | $70,164+14.5% | $74,419+8.0% |
| Participation rate | 53.3% | 72.7%-19.4pp | 78.8%-25.5pp | 70.7%-17.4pp |
| Annual return | 15.76% | 18.37%-2.6pp | 18.87%-3.1pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,789 | $2,297+21.4% | $4,287-34.9% | $2,637+5.7% |
| Participant deferral / active EE | $5,066 | $3,187+59.0% | $5,395-6.1% | $4,528+11.9% |
| Admin fee / account holder | $258 | $567-54.5% | $4,561-94.3% | $348-25.9% |