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 100 MANHATTAN ROAD, SUITE 3 · PURCHASE, NY 10577 | Recordkeeping | $24,491 |
Service code 15 · EIN 27-0293282 12276 SAN JOSE BLVD. · JACKSONVILLE, FL 32223 | Recordkeeping | $8,051 |
Filed as: MESIROW FINANCIAL,INC. Service code 27 · EIN 36-3194849 353 N. CLARK ST · CHICAGO, IL 60654 | Advisory (Plan) | $748 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,268 | $73,102-69.5% | $123,544-82.0% | $56,287-60.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.35% | 3.01%-7.4pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,179 | $5,423-41.4% | $6,426-50.5% | $3,350-5.1% |
| Admin fee / account holder | $70 | $554-87.3% | $9,284-99.2% | $521-86.5% |