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 |
|---|---|---|
PENSION ASSURANCE LLP3 years Filed as: KB PENSION SERVICES, INC Service code 15 · EIN 65-0721164 | Recordkeeping | $1,515 |
Filed as: MASSMUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $596 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 15 · EIN 13-5674085 | Recordkeeping | $0 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 15 · EIN 36-3429599 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $28,931 | $42,548-32.0% | $74,550-61.2% | $56,287-48.6% |
| Participation rate | 29.1% | 60.5%-31.4pp | 69.1%-40.0pp | 69.9%-40.7pp |
| Annual return | -4.26% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $831 | $2,277-63.5% | $3,108-73.3% | $3,350-75.2% |
| Admin fee / account holder | $41 | $467-91.1% | $5,060-99.2% | $521-92.1% |