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 |
|---|---|---|
Filed as: MCGREGOR & ASSOCIATES, INC Service code 15 · EIN 61-1211399 | Recordkeeping | $1,300 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $880 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $726 |
Annual investment return 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.
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 | $20,027 | $69,305-71.1% | $82,313-75.7% | $69,631-71.2% |
| Participation rate | 70.8% | 80.3%-9.4pp | 76.9%-6.1pp | 70.7%+0.1pp |
| Annual return | 12.36% | 21.47%-9.1pp | 25.88%-13.5pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $1,093 | $1,887-42.0% | $2,428-55.0% | $2,032-46.2% |
| Participant deferral / active EE | $2,135 | $3,568-40.2% | $3,706-42.4% | $3,224-33.8% |
| Admin fee / account holder | $14 | $97-85.3% | $5,608-99.7% | $110-87.0% |