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 8-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 |
|---|---|---|
BOURGEOIS BENNETT LLC2+ years Filed as: BOURGEOIS BENNETT, LLC Service code 10 · EIN 72-1036870 | Accounting | $21,000 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $10,518 |
SMA SERVICES, INC.2+ years Service code 15 · EIN 63-0868034 | Recordkeeping | $3,600 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $536 |
Participant 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.
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 | $8,701 | $48,576-82.1% | $169,463-94.9% | $56,287-84.5% |
| Participation rate | 87.7% | 65.8%+21.8pp | 77.8%+9.9pp | 69.9%+17.8pp |
| Annual return | -6.41% | -2.51%-3.9pp | 1.83%-8.2pp | -9.96%+3.5pp |
| Employer contribution / active EE | $410 | $1,559-73.7% | $4,159-90.1% | $2,111-80.6% |
| Participant deferral / active EE | $725 | $3,275-77.9% | $5,277-86.3% | $3,350-78.4% |
| Admin fee / account holder | $129 | $435-70.3% | $9,109-98.6% | $521-75.2% |