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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,489 |
Filed as: MESIROW FINANCIAL INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $22,093 |
CERINI & ASSOCIATES LLP6 years Filed as: CERINI & ASSOCIATES Service code 10 · EIN 11-3066459 | Accounting | $18,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,333 | $42,894-38.6% | $60,874-56.7% | $68,494-61.6% |
| Participation rate | 95.2% | 66.8%+28.4pp | 73.1%+22.1pp | 67.9%+27.3pp |
| Annual return | -15.74% | -13.98%-1.8pp | 16.90%-32.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $13 | $1,978-99.3% | $2,701-99.5% | $2,596-99.5% |
| Participant deferral / active EE | $2,414 | $2,867-15.8% | $3,817-36.8% | $4,027-40.1% |
| Admin fee / account holder | $271 | $3,101-91.3% | $3,224-91.6% | $5,403-95.0% |