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: GREAT WEST LIFE & ANNUITY INSURANCE Service code 15 · EIN 84-0467907 | Recordkeeping | $25,720 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $14,045 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 53 · EIN 13-5674085 | Insurance Commissions | $13,729 |
Service code 10 | Accounting | $3,415 |
EMPLOYEE FIDUCIARY, LLC5 years Filed as: EMPLOYEE PLAN COMPLIANCE CO. OF LA Service code 10 · EIN 72-0837456 | Accounting | $2,687 |
Filed as: MESIROW FINANCIAL INVESTMENT Service code 49 | Other Services | $30 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,879 | $77,660-40.9% | $109,143-58.0% | $79,386-42.2% |
| Participation rate | 63.6% | 67.8%-4.2pp | 75.9%-12.2pp | 70.7%-7.1pp |
| Annual return | 11.00% | 23.44%-12.4pp | 25.75%-14.8pp | 116.85%-105.9pp |
| Employer contribution / active EE | $1,655 | $2,797-40.8% | $3,722-55.5% | $2,427-31.8% |
| Participant deferral / active EE | $3,126 | $3,518-11.1% | $4,653-32.8% | $4,046-22.7% |
| Admin fee / account holder | $256 | $732-65.1% | $6,752-96.2% | $626-59.2% |