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 | Recordkeeping | $9,908 |
JOHANSON & YAU2 years Service code 10 · EIN 94-2702880 | Accounting | $9,750 |
OSBORNE & ASSOCIATES, INC.3 years Service code 15 · EIN 77-0573145 | Recordkeeping | $7,465 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $2,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $89,893 | $52,953+69.8% | $172,739-48.0% | $65,185+37.9% |
| Participation rate | 68.7% | 66.2%+2.5pp | 82.6%-14.0pp | 70.2%-1.5pp |
| Annual return | 21.39% | 30.12%-8.7pp | 802.84%-781.4pp | 29.38%-8.0pp |
| Employer contribution / active EE | $1,920 | $2,190-12.3% | $5,143-62.7% | $2,177-11.8% |
| Participant deferral / active EE | $4,609 | $2,471+86.5% | $5,198-11.3% | $3,514+31.2% |
| Admin fee / account holder | $60 | $472-87.3% | $13,954-99.6% | $847-92.9% |