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 |
|---|---|---|
SUTTLE & STALNAKER, PLLC2 years Filed as: SUTTLE & STALNAKER CPA'S Service code 10 · EIN 55-0538163 | Accounting | $16,500 |
HUNTINGTON NATIONAL BANK5+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $5,748 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,837 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $621 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,677 | $49,138-39.6% | $84,015-64.7% | $65,185-54.5% |
| Participation rate | 59.0% | 60.7%-1.8pp | 69.0%-10.0pp | 70.2%-11.2pp |
| Annual return | 19.27% | 23.00%-3.7pp | 71.31%-52.0pp | 29.38%-10.1pp |
| Employer contribution / active EE | $843 | $914-7.8% | $1,983-57.5% | $2,177-61.3% |
| Participant deferral / active EE | $1,593 | $2,397-33.5% | $3,239-50.8% | $3,514-54.7% |
| Admin fee / account holder | $89 | $543-83.6% | $6,101-98.5% | $847-89.5% |