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 13-3689044 | Recordkeeping | $53,920 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $8,255 |
ASSURANCE DIMENSIONS1 year Service code 10 · EIN 26-3429295 | Accounting | $7,000 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,101 |
BLYTHECO INC.1 year Filed as: BYTHECO INC Service code 17 · EIN 33-0784232 | Pension Consulting | $1,281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,275 | $65,376+7.5% | $87,100-19.3% | $65,185+7.8% |
| Participation rate | 77.2% | 75.3%+1.9pp | 76.9%+0.4pp | 70.2%+7.0pp |
| Annual return | 15.60% | 31.27%-15.7pp | 28.19%-12.6pp | 29.38%-13.8pp |
| Employer contribution / active EE | $2,186 | $1,822+19.9% | $2,521-13.3% | $2,177+0.4% |
| Participant deferral / active EE | $2,795 | $3,388-17.5% | $4,049-31.0% | $3,514-20.5% |
| Admin fee / account holder | $115 | $520-78.0% | $7,497-98.5% | $847-86.5% |