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 9-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 |
|---|---|---|
CERINI & ASSOCIATES LLP5 years Filed as: CERINI & ASSOCIATES Service code 10 · EIN 11-3066459 | Accounting | $31,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,875 |
Filed as: MESIROW FINANCIAL INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $14,979 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 31 · EIN 95-2834236 | Named fiduciary | $5,102 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,465 | $53,822-30.4% | $75,696-50.5% | $85,850-56.4% |
| Participation rate | 97.0% | 69.1%+27.9pp | 74.8%+22.2pp | 69.3%+27.7pp |
| Annual return | 33.58% | 24.54%+9.0pp | 104.53%-70.9pp | 318.53%-284.9pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $2,895-11.0% | $3,821-32.5% | $3,952-34.8% |
| Admin fee / account holder | $311 | $3,343-90.7% | $3,619-91.4% | $6,260-95.0% |