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 |
|---|---|---|
RETIREMENT STRATEGIES, INC.3+ years Service code 15 · EIN 58-2380163 | Recordkeeping | $20,109 |
Filed as: CHARLESTON ENT ASSOCIATES LLC Service code 35 · EIN 58-2281023 | Employee (plan sponsor) | $9,500 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $3,552 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $420 |
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 | $58,490 | $55,453+5.5% | $170,442-65.7% | $62,292-6.1% |
| Participation rate | 99.6% | 66.4%+33.2pp | 83.6%+16.0pp | 69.5%+30.1pp |
| Annual return | 14.95% | 21.38%-6.4pp | 205.93%-191.0pp | 28.90%-13.9pp |
| Employer contribution / active EE | $4,314 | $2,164+99.4% | $5,433-20.6% | $2,042+111.2% |
| Participant deferral / active EE | $2,901 | $2,303+26.0% | $4,939-41.3% | $3,169-8.4% |
| Admin fee / account holder | $34 | $455-92.5% | $13,880-99.8% | $479-92.9% |