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: EDWARD D JONES & COMPANY Service code 27 · EIN 43-0345811 | Advisory (Plan) | $9,767 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,307 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $668 |
BENEFITS ADMINISTRATORS, LLC10+ years Service code 15 · EIN 61-1291181 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,200 | $79,184-65.6% | $102,438-73.4% | $74,546-63.5% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 15.44% | 54.95%-39.5pp | 29.37%-13.9pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $2,286 | $2,362-3.2% | $3,024-24.4% | $2,624-12.9% |
| Participant deferral / active EE | $2,758 | $4,414-37.5% | $5,054-45.4% | $4,347-36.6% |
| Admin fee / account holder | $165 | $2,001-91.8% | $9,448-98.3% | $1,944-91.5% |